CRD: 133839
Wilmington Capital Securities, LLC
$277.1M Total AUM
$155.2M Disc. AUM
4.7% 3Y CAGR
6 Employees
354 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-03-2005
- Office Locations
- 11
Office Locations
1025 OLD Country Road Suite 408 Westbury NY
1140 Avenue OF THE Americas Suite 1047 NEW York NY
12800 Main Road Mattituck NY
About Wilmington Capital Securities, LLC
Wilmington Capital Securities, LLC is a New York-based firm serving retail and institutional investors with asset management and financial planning, including portfolio construction across ETFs and fixed income. The firm’s brokerage orders are routed through clearing partners including RBC Clearing & Custody, with additional access via Charles Schwab and Interactive Brokers.
Team overview
52 AVG AGE
$55.4M AVG AUM / ADVISOR
$782.8K AVG AUM / CLIENT
9.2 yrs AVG TENURE
6 Employees
5 Advisory Reps
6 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH DONALD COLUMBO
Chairman
- CRD
- #823524
- Ownership
- Less than 5%
Available
Available
Available
R
RONALD BRETT DORUSHKIN
Chief Executive Officer
- CRD
- #2245185
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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R
ROBERT NISSEN AGNELLI
Managing Partner
- CRD
- #1122668
Available
Available
Available
D
DAVID EDWARD ASTORR
--
- CRD
- #2238818
Available
Available
Available
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,183,451 | $9,698,966 |
| Non-Discretionary | $121,936,791 | $503,871 |
| Total | $277,120,242 | $1,074,109 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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