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Building 2WILMINGTON FAMILY OFFICE, INC.

Map pinWILMINGTON, DE
Phone302-651-8160
NotebookSEC #801-67233
Total AUM
$280M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 NORTH MARKET STREET
WILMINGTON
DE 19890-1200
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
302-651-8160

ReceiptFinancials

Total AUM
$280M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$280M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED BUNDLED RELATIONSHIP FEE FOR ALL SERVICES PROVIDED

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDE

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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