Mark
Tompkins

Wilmington Trust Investment Advisors, Inc

CRD#2485565
Investment Advisor
in Baltimore, MD

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About this Advisor

Mark Tompkins is a chartered financial analyst who works in Baltimore, Maryland who has 18 years of relevant experience. Tompkins works at Wilmington Trust Investment Advisors, Inc. They have been employed by Wilmington Trust Investment Advisors, Inc for their entire career. Tompkins is approved to operate in Delaware, District Of Columbia, Maryland, Pennsylvania and Virginia. Wilmington Trust Investment Advisors, Inc is a registered investment business headquartered in Wilmington, DE. The firm has offices in 16 locations and a total of 127 employees. It oversees $17 billion in assets under management across its 3,376 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 46 charities and foundations. Of its 3,376 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, such as 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. Financial advisory fees usually are based on which service is offered. Fee types charged by Wilmington Trust Investment Advisors, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

18 years

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 St.
Baltimore, MD 21201

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Wilmington Trust Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$16,488,434,237

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

127

MD Average: 53
Total Number of Accounts

3,376

MD Average: 624
Average Account Size

$4,884,015

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

Mark Tompkins Work History

Mark has been registered as a financial advisor for 18 years.*

1998 - Present (26 years)

Mtbia

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Tompkins 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
Wilson Yi
Wilmington, DE
Camilla Merrick
Wilmington, DE
Morgan Mohrman
Boston, MA
Mark Alberta
Wilmington, DE
Christopher Sporcic
Wilmington, DE
Eric Taylor
Binghamton, NY
Gregory Timeranko
Wilmington, DE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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