Wilmington Trust Fsb (North Palm Beach)

Name: Wilmington Trust Fsb
Address: 2000 Pga Boulevard, North Palm Beach, FL, 33408
Telephone: (561) 630-2131

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.

Wilmington Trust Fsb: assets under management

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 firm manages $3.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilmington Trust Fsb

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Van Arsdale Harra	Executive vice president	1 Jun 1994	Other	4373904
Hugh David Leahy	Sr. vp, treasurer and director	1 Jun 1994	Other	4374647
David Reed Gibson	Senior vice president	1 Jun 1994	Other	4374220
Robert Anthony Materese	Senior vice president	1 Jun 1994	Other	4374655
Jr. Robert Van Arsdale Harra	Executive vice president	1 Jun 1994	Other	4373904
Wilmington Trust Corporation	Bank holding company	1 Jun 1994	75% - 100%	51-0328154
Michael Keith Bloxham	Co-president and director	1 Apr 1995	Other	4374646
Ted Thomas Cecala	Director	1 Sep 1995	Other	4374219
Curtis Lee Lyman	Co-president and director	1 Jan 1998	Other	1407264
Peter Eaton Guernsey	Co-president and director	1 Sep 1998	Other	4373918
Rodney Paul Wood	Ceo, coo and director	1 Sep 1999	Other	4373906
Alan Kauffmann Bonde	Co-president and director	1 Jun 2000	Other	1002035
Sr. Kemp Crocker Stickney	Co-president and director	1 Nov 2001	Other	4493143
Kemp Crocker Stickney	Co-president and director	1 Nov 2001	Other	4493143
Robert Mcgee Balentine	President	1 Mar 2002	Other	871621
Peter William Atwater	Senior vice president & director	1 Oct 2004	Other	1686847
Thomas Gaither Bailliere Finney	Vice president and managing director	1 Oct 2004	Other	1627651
William B North	Senior vice president and director	1 Oct 2004	Other	4934069
Jeffrey P Adams	President and director	1 Oct 2004	Other	2598384
Deborah Ann Potter	Chief compliance officer	1 Oct 2004	Other	4934641
Rebecca Deporte	Director and senior vice president	1 Apr 2005	Other	5120070
Bradley Hublein	Director and senior vice president	1 Apr 2005	Other	5120074
Gregory Franklin Sanford	Director and president-ca	1 May 2005	Other	1024750
Philip Price Cave	Director and president-ga	1 Jan 2006	Other	1976168

Based in North Palm Beach

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.