Wilmington Trust Investment Advisors, Inc
$6.5M reported client assets across 1 advisory firms in FY2019 annual amendments
Reported client assets over time
$6.5M
$8.3M
2018
2019
Same-firm comparison: 1 firms that reported Wilmington Trust Investment Advisors, Inc in both FY2018 and FY2019 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lipper Advisory Services Inc | $6.5M | $111M | 5.9% | 03/25/2020 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.