WILMINGTON TRUST INVESTMENT MANAGEMENT
Firm details
- Headquarters
- WILMINGTON, Delaware
- CRD number
- 19396
- Registered since
- March 24, 1992
- Website
- www3.wilmingtontrust.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, TD BANK, CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wilmington Trust Investment Management is an LLC that has been SEC-registered since 1992 and primarily serves individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It does not self-identify as an active ESG investor, is not a multi-state adviser, and is not newly formed. The firm reports a range of industry relationships that support its service model, including ties to broker-dealers, other investment advisers, CPO/CTA activity, banking or thrift institutions, trust company capabilities, insurance company connections, and roles as sponsor or managing member of pooled investment vehicles. Those affiliations suggest access to custody, trust, and product structuring resources alongside its advisory practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities22%
- State & Local Bonds21%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 5Andrew Baldauf
Chief Compliance OfficerCRD 1554676
LUKE TILLEY
Chief EconomistCRD 6455008
MICHAEL KEANE
Chief Operating OfficerCRD 5630279
Contacts
3 of 6JOHN KELLEY
PresidentCRD 4868529
Gerald Baker
Elected ManagerCRD 7944101
MATTHEW GLASER
Global Head of EquitiesCRD 2652525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- N Market St
- Time zone
- ET (UTC-5)
- Office locations
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