WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 1995

Total AUM

$17.8B

Discretionary

$17.8B

100% of AUM

Avg account

$5M

Accounts

3,540

Employees

104

Advisory reps

Firm details

Headquarters: WILMINGTON, Delaware
CRD number: 106909
Registered since: December 27, 1995
Website: www.wilmingtontrust.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other38.23%
Pension & Profit Sharing Plans20.32%
State / Municipal Government14.67%
Investment Companies8.96%
Charitable Organizations8.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Wilmington Trust Investment Advisors, Inc. is a corporate registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm operates as a capital allocator and provides a broad set of advisory services, including discretionary portfolio management for individuals, investment companies and institutions, selection of third‑party managers, pension consulting work, and publication of investment periodicals. It also lists CPO/CTA activities among its business lines and maintains affiliations across banking, trust, broker‑dealer and insurance channels. Fee arrangements include percentage‑of‑AUM billing as well as fixed fees. The firm identifies itself as an active ESG investor.