Wilmington Trust Investment Advisors, Inc
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Overview
Wilmington Trust Investment Advisors, Inc is an advisory company headquartered in Wilmington, Delaware. It controls $16.5 billion in assets under management across 3,376 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Wilmington Trust Investment Advisors, Inc has a large group, including 114 financial advisors. Wilmington Trust Investment Advisors, Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and equities.
Wilmington Trust Investment Advisors, Inc administers the majority of its accounts on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without needing client permission. Wilmington Trust Investment Advisors, Inc also administers 20 non-discretionary accounts with a total of $59.3 million in assets under management. The firm's average account size is $4.9 million. The typical advisor at Wilmington Trust Investment Advisors, Inc manages around 30 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is at Wilmington Trust Center, Wilmington, Delaware 19890-0001. The firm is registered to provide services to investors throughout 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wilmington Trust Investment Advisors, Inc by the Numbers
$16.5 billion
127
3,376
$4.9 million
Products and Services
Wilmington Trust Investment Advisors, Inc provides multiple financial services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Notably, Wilmington Trust Investment Advisors, Inc did not provide financial planning services to any of its accounts in the prior financial year. The firm is not engaged in selling products or offering services apart from investment advice to its investment advisory clients. The firm is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely are based on which services the firm provides the client. Fees charged by the firm most likely are comprised of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Wilmington Trust Investment Advisors, Inc works with a broad range of investors. The firm caters to high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 3,376 clients, Wilmington Trust Investment Advisors, Inc's biggest client group by number of accounts is corporations, although it also manages money for six high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 3.53%
- Other Individuals - 0%
- Corporations - 69.41%
- Charitable Organizations - 27.06%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wilmington Trust Investment Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wilmington Trust Investment Advisors, Inc
Wilmington, DE
Wilmington, DE
Wilmington, DE
Boston, MA
Wilmington, DE
Wilmington, DE
Binghamton, NY
Wilmington, DE
Baltimore, MD
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