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MACKENZIE INVESTMENTS

MACKENZIE INVESTMENTS CORPORATION

CRD 165899 · SEC 801-77541

Visit website

TWO INTERNATIONAL PLACE, SUITE 2320, BOSTON, MA, 02110, United States

Phone

617-439-9500

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$18.07B

Discretionary AUM

$18.07B

Team

16 total employees; 10 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Investment companies2$716.2M
Pooled investment vehicles51$15.41B

States served

MA

All web addresses on file

Official SEC filing: View on IAPD