Herbert
Zimmerman
Macquarie Investment Management Business Trust
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About this Advisor
Herbert Zimmerman is a financial advisor who works out of Philadelphia, Pennsylvania who has 3 years of relevant experience. Zimmerman works at Macquarie Investment Management Business Trust. Zimmerman has gained experience at Delaware Investments and Macquarie Investment Management Business Trust. Zimmerman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Pennsylvania. Macquarie Investment Management Business Trust is a company that has its headquarters in Philadelphia, PA. The investment advisory business has offices in four locations and a total of 628 people on staff. It has $236 billion in total assets between its 454 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 454 client accounts, just 7% are associated with high-net-worth investors who have more than $1 million in investable assets. Macquarie Investment Management Business Trust offers a diverse set 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. Fees charged by financial advisors vary depending on which services are offered. Fees billed by Macquarie Investment Management Business Trust most likely are comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
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$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
Herbert Zimmerman Work History
Herbert has been registered as a financial advisor for 3 years.*
Macquarie Investment Management Business Trust
Delaware Investments
*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 Herbert Zimmerman 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
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