Wilmington Family Office, Inc. (Wilmington)

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.

Wilmington Family Office: assets under management

The assets under management (AUM) of Wilmington Family Office, Inc. is $280 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

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.

Careers at Wilmington Family Office, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Gtba Holdings	Shareholder	1 May 2006	75% - 100%	20-0897433
Rodney Paul Wood	Director and president	1 May 2006	Other	4373906
Benjamin John Ledyard	Vice president and secretary	1 May 2006	Other	2613174
Henry Vincent Celotto	Vice president, treasurer, and assistant secretary	1 May 2006	Other	1592418
John P Garniewski	Vice president and regional managing director	1 May 2006	Other	4017519
John Paul Garniewski	Managing partner	1 May 2006	Other	4017519
Samuel Allen Snook	Senior vice president and chief operating officer	1 Jun 2006	Other	4949942
Matthew James Lynch	Vice president and chief compliance officer	1 Jun 2006	Other	4944312
Thomas M Scalabrini	Vice president, director and client advisor	1 Jul 2006	Other	4570465
Jay Morton Smolin	Vice president	1 Jul 2006	Other	4564849
Neil Jeffrey Tendler	Vice president	1 Jul 2006	Other	4533617
Matthew James Lynch	Vice president	1 Jan 2007	Other	4944312
Deborah Ann Potter	Chief compliance officer	1 Jan 2007	Other	4934641
Samuel Allen Snook	Director, senior vice president and chief operating officer	1 Feb 2007	Other	4949942
Benjamin John Ledyard	Vice president and secretary	1 Feb 2007	Other	2613174
Henry Vincent Celotto	Vice president, treasurer, and assistant secretary	1 Feb 2007	Other	1592418
Howard William Altman	Director	1 Feb 2007	Other	4798257
Edward John Stavetski	Director of investment oversight	1 Jun 2007	Other	1023165
Mark Augustus Graham	President	1 Apr 2008	Other	5616266
John Paul Garniewski	Vice president and secretary	1 Jan 2010	Other	4017519
Mark Augustus Graham	Director and president	1 Jan 2010	Other	5616266
Jay Morton Smolin	Vice president	1 Jan 2010	Other	4564849
Kemp Crocker Stickney	Director	1 Jan 2010	Other	4493143

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Wilmington Trust Corporation	Shareholder	1 Oct 2004	75% - 100%	51-0328154

Based in Wilmington

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.