Managed Account Advisors LLC

RIASEC RegisteredEst. 2007

Total AUM

$995B

Discretionary

$995B

100% of AUM

Avg account

$448K

Accounts

2,220,463

Employees

Advisory reps

Firm details

Headquarters: Jersey City, New Jersey
CRD number: 142558
Registered since: February 27, 2007
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM
Client types: HNWI65.23%
Individuals25.1%
Corporations / Businesses5.2%
Charitable Organizations2.64%
Pension & Profit Sharing Plans1.72%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Managed Account Advisors LLC is a fee-based advisory firm organized as a limited liability company and registered with the SEC since 2007. The firm serves both affluent individuals and institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions, and it also selects and allocates to other advisers. It identifies as a capital allocator and reports active interest in ESG investing. Ownership is listed as a domestic entity/individual, and the firm operates with a percentage-of-AUM fee model. The firm maintains multiple industry relationships and registrations spanning broker-dealer, registered security-based swap dealer, futures commission merchant, trust company, insurance company, banking/thrift, pension consulting, and real estate brokerage activities, which suggests a broad capability to integrate custody, execution, and specialty services into client solutions.