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Building 2WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Map pinWILMINGTON, DE
Phone646-531-7248
NotebookSEC #801-50883
Total AUM
$17.8B
Employees
104
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WILMINGTON TRUST CENTER
1100 NORTH MARKET STREET
WILMINGTON
DE 19890-0001
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
646-531-7248
Other Offices
15

ReceiptFinancials

Total AUM
$17.8B
Accounts
3,540
Discretionary
$17.8B
Accounts
3,520
Non-Discretionary
$67.7M
Accounts
20

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
6
AUM
$36.5M
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$1.6B
Pension/Profit Sharing Plan Clients
21
AUM
$3.6B
Charitable Organization Clients
49
AUM
$1.5B
Government Entity Clients
15
AUM
$2.6B
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
8
AUM
$327.7M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
49
AUM
$1.3B
Other Clients
6
AUM
$6.8B
Description of Other Clients
INTERNAL RELATIONSHIPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
ASSET ALLOCATION, ECONOMIC ANALYSIS AND CAPITAL MARKETS FORECASTING, LEASE ADVISORY STAFF TO AFFILIATES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACTDCDEFLMAMDMENHNYOHPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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