Wilmington Brokerage Services Company is a pension cosultant based in Wilmington. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 22 other states.
Wilmington Brokerage Services Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Wilmington Brokerage Services Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rodney Paul Wood has been acting as President since 1 Mar 2003. Wilmington Trust Corporation joined the executive team most recently as the Owner.
The principal office where Wilmington Brokerage Services Company performs its advisory services is located at 1100 North Market Street, Wilmington, DE 19890, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-651-4783 or by fax 716-651-4999. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wilmingtontrust.com.