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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Other

Firm Client types

Advisors

Current Advisors

# of advisors

1,393

name start date
Katherine Anne Beverage
February 2001
Patricia Ann Cesarini
October 1998
Carl William Jordan
March 1996
Alfonso Joseph Siravo
March 2015
Judith Kaiser Ruth
May 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Camden Partners Holdings, LLC IAR $303,099,474
    Camden Private Capital IAR $199,925,692
    Cramer Rosenthal Mcglynn LLC IAR $8,393,283,186
    M&T Bank -- --
    M&T Insurance Agency Inc. -- --
    Wilmington Funds Management Corporation IAR $13,268,902,517
    Wilmington Trust Company -- --
    Wilmington Trust Investment Advisors, Inc. IAR $22,326,148,704
    Wilmington Trust Investment Management IAR $1,013,187,912

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael R Spychala Director April, 2015 less than 5%
      Geoffrey George Mr Burker Finop June, 2015 less than 5%
      Paul Andrew Dibenedetto Director April, 2015 less than 5%
      Richard James Jr Mccarthy Director December, 2014 less than 5%
      Salvatore Jr Guerrieri Chief Executive Officer October, 2012 less than 5%
      Atwood Iii Collins Director November, 2008 less than 5%
      Salvatore Jr Guerrieri Chairman Of The Board June, 2009 less than 5%
      Christopher Douglas Randall Senior Vice President/ Director May, 2012 less than 5%
      William J Farrell Director October, 2013 less than 5%
      Peter J Eliopoulos Director February, 2014 less than 5%
      Paul Andrew Dibenedetto President March, 2013 less than 5%
      Tenzing Thomas Deck Chief Compliance Officer August, 2014 less than 5%
      Drew J Pfirrman Director December, 2009 less than 5%
      Carl William Jordan Sr. Vice President / Director May, 2007 less than 5%
      Maureen Ann Sullivan General Counsel January, 1997 less than 5%
      Marie King Corporate Secretary September, 1997 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Paid Percent Of Wrap Fee Received By Managers From Clients