Zachary
Per

Macquarie Investment Management Business Trust

CRD#5272502
Investment Advisor
in Philadelphia, PA

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About this Advisor

Zachary Per is a financial advisor working in Philadelphia, Pennsylvania, with 3 years of industry experience. Per is currently employed by Macquarie Investment Management Business Trust. The advisor has gained experience at Delaware Investments and Macquarie Investment Management Business Trust. Per maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Macquarie Investment Management Business Trust is a financial advisory company operating out of Philadelphia, PA. It has offices in four locations and a total of 628 advisors. It oversees $236 billion in assets among its 454 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 454 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. The company performs a number of services, such as 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 usually depend on which services are provided. Fee types charged by Macquarie Investment Management Business Trust likely are comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

2005 Market Street
Philadelphia, PA 19103-7098

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Macquarie Investment Management Business Trust Brokerage Details

Total Assets Under Management

$236,026,994,245

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

628

PA Average: 41
Total Number of Accounts

454

PA Average: 3,342
Average Account Size

$519,883,247

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

Zachary Per Work History

Zachary has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Macquarie Investment Management Business Trust

2013 - Present (11 years)

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 Zachary Per 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

Marc Dippolito
Philadelphia, PA
James Brown
Philadelphia, PA
Michael Simons
Philadelphia, PA
Zachary Per
Philadelphia, PA
Ethan Kaighn
Philadelphia, PA
Michael Barone
Philadelphia, PA
Elijah Reneau
Leawood, KS
Michael Mcdonald
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.

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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.

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