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 corporation that acts as a capital allocator for both high-net-worth individuals and institutional clients. The adviser has been SEC-registered since 1995 and charges clients via percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes discretionary portfolio management for individuals, small businesses, investment companies and institutions, selection of other advisers, pension consulting services, and the publication of investment periodicals. The firm is identified as an active ESG investor and also has CPO/CTA-related business activities. Industry affiliations listed in regulatory filings include broker-dealer relationships, banking or thrift institutions, trust company functions, insurance company ties, pension consulting, and roles as sponsor or GP of pooled investment vehicles.