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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 $16,488,434,237 assets under management, offering retirement planning & investment advisory services to 3376 clients. The firm is staffed with 127 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106909
SEC#801-50883
Assets Managed by Firm$16,488,434,237
No. of Clients3376
No. of Advisors127

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total3376$16,488,434,237
High net worth individuals6$41,403,743
Pension and profit sharing plans26$3,466,808,545
Charitable organizations46$749,058,535
Corporations or other businesses59$1,523,234,877

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