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WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Wilmington Trust Center
1100 North Market Street
Wilmington, Delaware 19890-0001
Tel: (302) 651-8118

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About WILMINGTON TRUST INVESTMENT ADVISORS, INC.

WILMINGTON TRUST INVESTMENT ADVISORS, INC, formally registered with the SEC as WILMINGTON TRUST INVESTMENT ADVISORS, INC. The firm was established in 12/27/1995. They have over 17 offices throughout the country.

WILMINGTON TRUST INVESTMENT ADVISORS, INC. is a Wilmington, Delaware based Financial Planning firm with nearly $16,496,928,966 assets under management, offering retirement planning & investment advisory services to 3487 clients. The firm is staffed with 137 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106909
SEC#801-50883
Assets Managed by Firm$16,496,928,966
No. of Clients3487
No. of Advisors137

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (ASSET ALLOCATION, ECONOMIC ANALYSIS AND CAPITAL MARKETS FORECASTING, LEASE ADVISORY STAFF TO AFFILIATES)

Firm Client Information

No. of ClientsAUM
Firm Total3487$16,496,928,966
High net worth individuals6$39,526,948
Pension and profit sharing plans26$3,746,326,306
Charitable organizations47$994,698,558
Corporations or other businesses57$1,151,108,091

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