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ETF Holdings

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



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


Firm Services

  • Financial Planning

  • Other

Firm Client types


Current Advisors

# of advisors


name start date
Katherine Anne Beverage
February 2001
Michael Robert Steger
May 1995
Dominique Israel
May 2013
Alicia Lynne Frederick
December 2015
Karen Anne Mitchell
June 2003

    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 Corporation -- --
    Wilmington Funds Management Corporation IAR $12,155,023,714
    Wilmington Trust Corporation -- --
    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
      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%
      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%
      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

        • Paid Percent Of Wrap Fee Received By Managers From Clients