James
Hannan

Wilmington Trust Investment Advisors, Inc

CRD#2670073
Investment Advisor
in Baltimore, MD

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About this Advisor

James Hannan is a financial advisor based in Baltimore, Maryland, working with Wilmington Trust Investment Advisors, Inc. James has previously held positions at Allfirst Bank and Allied Investment Advisors, Inc. James has passed the Series 65 regulatory exam and is registered to provide services in Delaware, District of Columbia, Florida, Maryland, New Jersey, Pennsylvania, and Virginia. Currently, James is part of Wilmington Trust Investment Advisors, Inc, which operates out of Baltimore, Maryland. The firm has 16 offices and 137 employees. The firm manages assets totaling $16.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Wilmington Trust Investment Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

100 East Pratt Street 17Th Floor
Baltimore, MD 21202

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Wilmington Trust Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$16,496,928,966

MD Average: $20,326,190,483
Total Number of Employees

137

MD Average: 53
Total Number of Accounts

3,487

MD Average: 624
Average Account Size

$4,730,980

MD Average: $32,574,023

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

James Hannan Work History

1995 - Present (30 years)

Allied Investment Advisors, Inc

1987 - Present (38 years)

Allfirst Bank

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Disclosures

Please visit the SEC profile of James Hannan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wilmington Trust Investment Advisors, Inc

Anthony Roth
Wilmington, DE
Terri Rumans
Wilmington, DE
Morgan Mohrman
Boston, MA
Wilson Yi
Wilmington, DE
Camilla Merrick
Wilmington, DE
Christopher Sporcic
Wilmington, DE
Stephen Seivold
Baltimore, MD
Sherry Whidden
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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