Wilmington Trust Investment Advisors, Inc.

RIASEC Registered

Total AUM

$17.8B

Discretionary

$17.8B

100% of AUM

Avg account

$5M

Accounts

3,540

Employees

104

Advisory reps

Firm details

Headquarters: Wilmington, Delaware
CRD number: 106909
Registered since: December 27, 1995
Website: www.wilmingtontrust.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other38.23%
Pension & Profit Sharing Plans20.32%
State / Municipal Government14.67%
Investment Companies8.96%
Charitable Organizations8.68%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Wilmington Trust Investment Advisors, Inc. is an institutional registered investment adviser that has been SEC-registered since 1995. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory work spans discretionary portfolio management for individuals, small businesses, investment companies and institutional clients, plus pension-related consulting, manager selection and the publication of investment periodicals. Fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm is active on the alternative-investment front and cites ESG as part of its investment approach. Regulatory and industry relationships extend beyond advisory services; the firm is affiliated with broker‑dealer, banking, trust and insurance entities and can act as sponsor or general partner in pooled investment vehicles. Wilmington Trust also carries business activity designations that include futures-related roles (CPO/CTA).