Ethan
Kaighn

Macquarie Investment Management Business Trust

CRD#7594053
Investment Advisor
in Philadelphia, PA

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About this Advisor

Ethan Kaighn is a financial advisor based in Philadelphia, Pennsylvania, working with Macquarie Investment Management Business Trust. Ethan has previously held positions at Delaware Distributors, L.P, Fs Investments, Penn Wynne Investments, Suitable.Co, Chick-Fil-A, Temple University, Shawnee High School, and Macquarie Investment Management Business Trust. Ethan has passed the Series 66 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Currently, Ethan is part of Macquarie Investment Management Business Trust, which operates out of Philadelphia, Pennsylvania. The firm has 5 offices and 657 employees. The firm manages assets totaling $191.9 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Macquarie Investment Management Business Trust includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

610 Market Street
Philadelphia, PA 19106

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Macquarie Investment Management Business Trust Brokerage Details

Total Assets Under Management

$191,883,504,410

PA Average: $15,833,994,310
Total Number of Employees

657

PA Average: 41
Total Number of Accounts

407

PA Average: 3,342
Average Account Size

$471,458,242

PA Average: $4,737,880

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

Ethan Kaighn Work History

2022 - Present (3 years)

Delaware Distributors, L.P

2022 - Present (3 years)

Macquarie Investment Management Business Trust

2021 - 2021 (< 1 year)

Fs Investments

2020 - 2020 (< 1 year)

Penn Wynne Investments

2019 - 2019 (< 1 year)

Suitable.Co

2018 - 2022 (4 years)

Temple University

2017 - 2018 (1 year)

Chick-Fil-A

2014 - 2018 (4 years)

Shawnee High School

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Disclosures

Please visit the SEC profile of Ethan Kaighn 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

Andrew Koltunowicz
Warren, NJ
Mathew Vetter
Philadelphia, PA
Elijah Reneau
Leawood, KS
Ethan Kaighn
Philadelphia, PA
David Tierney
Philadelphia, PA
Michael Simons
Philadelphia, PA
Shane Coley
Philadelphia, PA
Marc Dippolito
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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