Unclaimed Profile

David James Makowicz

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC·RADNOR, Pennsylvania

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

555 EAST LANCASTER AVENUE, RADNOR, PA 19087CRD# 4475217Firm CRD# 106256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Makowicz · RADNOR, PA

Registration

CRD #4475217 · CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

David James Makowicz is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

AUM

$9.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4475217

Firm CRD# 106256

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Makowicz offer?

David James Makowicz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.

What are David James Makowicz's credentials?

David James Makowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Makowicz located?

David James Makowicz is based in RADNOR, Pennsylvania, working with CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does David James Makowicz charge for services?

David James Makowicz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC?

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC has approximately 64 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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