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ETF Holdings

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



Last updated on Feb. 1, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
    • N/A
      Estimated Average Account Balance


Firm Services

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

Firm Client types


Current Advisors

# of advisors


name start date
Katherine Anne Beverage
February 2001
Donna Clark
April 2010
Paul Andrew Dibenedetto
February 2013
Dena Lynne Marvel
April 2007
M J Beadlewencek
June 1998
Andrew William Fusselbaugh

    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


        Types of Compensation Arrangements

        • Other