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MACKENZIE INVESTMENTS

BOSTON, MA · CRD 165899 · IAPD ↗ · mackenzieinvestments.com · 617-439-9500

$18.07BRegulatory AUM
10Advisory reps
16Employees
1Clients
n/aPlanning clients
8Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — MACKENZIE INVESTMENTS reported RAUM up 103% ($8.89B -> $18.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — MACKENZIE INVESTMENTS reported RAUM up 101% ($3.81B -> $7.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.