WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Total AUM
$17.8B
Employees
104Clients
159Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
WILMINGTON TRUST CENTER
1100 NORTH MARKET STREET
WILMINGTON
DE 19890-0001
United States
1100 NORTH MARKET STREET
WILMINGTON
DE 19890-0001
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
646-531-7248
Other Offices
15
Financials
Total AUM
$17.8B
Accounts
3,540Discretionary
$17.8B
Accounts
3,520Non-Discretionary
$67.7M
Accounts
20
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
6AUM
$36.5M
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$1.6B
Pension/Profit Sharing Plan Clients
21AUM
$3.6B
Charitable Organization Clients
49AUM
$1.5B
Government Entity Clients
15AUM
$2.6B
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
8AUM
$327.7M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
49AUM
$1.3B
Other Clients
6AUM
$6.8B
Description of Other Clients
INTERNAL RELATIONSHIPS
Services
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
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACTDCDEFLMAMDMENHNYOHPATXVAVT
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.