Wilmington Trust Fsb is a large advisory firm based in North Palm Beach. It manages $3.91 billion of regulatory assets for 3,106 client accounts. It has been registered with the SEC as an adviser since 2001.
Wilmington Trust Fsb provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilmington Trust Fsb is $3.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wilmington Trust Fsb for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ted Thomas Cecala has been acting as President since 1 Sep 1995. Philip Price Cave joined the executive team most recently as the Director And President Ga.
The principal office where Wilmington Trust Fsb performs its advisory services is located at 2000 Pga Boulevard, North Palm Beach, FL 33408, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (561) 630-2131 or by fax (772) 781-8692. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wilmingtontrust.com.