Wilmington Family Office, Inc. is a pension cosultant based in Wilmington. It manages $280 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut and Delaware.
Wilmington Family Office provides financial planning services, pension consulting services, and market timing services. 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 assets under management (AUM) of Wilmington Family Office, Inc. is $280 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wilmington Family Office, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.
Howard William Altman has been acting as President since 1 Feb 2007. John Paul Garniewski joined the executive team most recently as the Vice President And Secretary.
The principal office where Wilmington Family Office, Inc. performs its advisory services is located at 1100 North Market Street, Wilmington, DE 19890 1200, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-651-8160 or by fax 302-651-1177. The normal business hours are 8 am - 5 pm on Monday - Friday.