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 operates as a non-independent retail registered investment adviser, organized as a limited liability company and SEC-registered since 1992. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Its stated client base is primarily individuals and families; it does not identify as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The firm maintains a range of industry affiliations, including relationships with broker-dealers, banking or thrift institutions, trust companies, insurance companies, and entities serving as sponsors or managers of pooled investment vehicles. It also lists connections to other investment advisers and to commodity pool/CTA activity.
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 5
Andrew Baldauf
Chief Compliance OfficerCRD 1554676

Luke Tilley
Chief EconomistCRD 6455008

Michael Keane
Chief Operating OfficerCRD 5630279
Contacts
3 of 6
John 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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