Aj
Helgerson
Macquarie Investment Management Business Trust
Answer a few questions and
get matched with an advisor.
About this Advisor
Aj Helgerson is a financial advisor operating in Philadelphia, Pennsylvania. Helgerson is an advisor for Macquarie Investment Management Business Trust. Helgerson has gained experience at Advisors Asset Management, Inc, Delaware Investments, Macquarie Investment Management Business Trust, Hartford Funds Distributors, LLC, Hartford Funds Management Company, LLC and Delaware Distributors, L.P. Helgerson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota, North Dakota and Pennsylvania. Macquarie Investment Management Business Trust is a registered investment firm that has its headquarters in Philadelphia, PA. The company has offices in four locations and a total of 628 people on staff. It controls $236 billion in assets across its 454 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 454 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets. Macquarie Investment Management Business Trust performs a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which service is offered. However, fees charged by Macquarie Investment Management Business Trust most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Macquarie Investment Management Business Trust Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$236,026,994,245
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
628
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
454
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$519,883,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Aj Helgerson Work History
Aj has been registered as a financial advisor for 0 years.*
Delaware Distributors, L.P
Macquarie Investment Management Business Trust
Hartford Funds Distributors, LLC
Hartford Funds Management Company, LLC
Macquarie Investment Management Business Trust
Delaware Investments
Advisors Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aj Helgerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)