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ETF Holdings

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Last updated on Oct. 19, 2016
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
    • N/A
      Estimated Average Account Balance


Firm Services

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Firm Client types

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Current Advisors

# of advisors


name start date
Katherine Anne Beverage
February 2001
Donna Clark
April 2010
Synthia Labruno Roetzer
October 2012
Emil Edward Zalesak
March 2016
Dena Lynne Marvel
April 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Camden Partners Holdings, LLC IAR $362,335,179
    Camden Private Capital IAR $201,912,233
    Cramer Rosenthal Mcglynn LLC IAR $7,235,333,426
    M&T Bank -- --
    M&T Insurance Agency Inc. -- --
    Wilmington Funds Management Corporation IAR $12,155,023,714
    Wilmington Trust Company -- --
    Wilmington Trust Investment Advisors, Inc. IAR $20,455,672,299
    Wilmington Trust Investment Management IAR $406,718,039



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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Atwood Iii Collins Director November, 2008 less than 5%
      Salvatore Jr Guerrieri Chief Executive Officer October, 2012 less than 5%
      Michael R Spychala Director April, 2015 less than 5%
      Geoffrey George Mr Burker Finop June, 2015 less than 5%
      Richard James Jr Mccarthy Director December, 2014 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%
      Marie King Corporate Secretary September, 1997 less than 5%
        Source: SEC


        There is no compensation data available to display at this time