|
⚲
|
| Keyboard |
| Wilmington Capital Securities LLC
✚
|
|
|---|---|
| CRD # | 133839 |
| SEC # | 801-101483 |
| CIK # | |
| AUM | 277.1 M (2026-03-30) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-750-6200 |
| Address | 666 Old Country Road Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 54.2 |
| (b) Individuals (high net worth individuals) | 31 | 216.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 277.1 |
| By Discretionary | ||
| Discretionary | 16 | 155.2 |
| Non-Discretionary | 242 | 121.9 |
| Total | 258 | 277.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 276.0 | |
| Total | 258 | 277.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 177 (2 non-US) |
| Serves | Retail |
| LEI | 254900CO4441R7ZLHN85 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Advisors Group LLC
✚
|
IA | 278.5 M |
|
International Money Matters Private Limited
✚
|
278.3 M | |
|
Citadel Investment Advisory Inc
✚
|
278.3 M | |
|
Friedlander Brenda S
✚
|
CA | 278.1 M |
|
Harbor Island Capital LLC
✚
|
MA | 277.6 M |
|
Dominion Portfolio Management Inc
✚
|
TX | 277.1 M |
|
Simplifi Inc
✚
|
CA | 276.1 M |
|
RIA Services LLC
✚
|
WI | 276.1 M |
|
Strauss Wealth Advising Inc
✚
|
AL | 276.0 M |
|
Tradewell Securities LLC
✚
|
IN | 275.8 M |