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Building 2MACQUARIE WEALTH ADVISERS, LLC

Map pinNEW YORK, NY
Phone212-317-9200
NotebookSEC #801-67480
Total AUM
$4.3B
Employees
69
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
660 FIFTH AVENUE
NEW YORK
NY 10103
United States
Operating Hours
8:30 A.M. - 6:00 P.M.
Monday - Friday
Phone
212-317-9200

ReceiptFinancials

Total AUM
$4.3B
Accounts
24
Discretionary
$4.3B
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
9
AUM
$3.7B
Pooled Vehicle Clients
15
AUM
$557.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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