CRD: 19396
Wilmington Trust Investment Management
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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · JP Morgan · LPL Financial · Northern Trust · UBS · Wilmington Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-20-1989
- Office Locations
- 15
Office Locations
About Wilmington Trust Investment Management
Murray Financial Group (Wilmington, DE) provides financial planning and discretionary asset management, with portfolios using ETFs, mutual funds, and fixed income/municipal bonds. The firm highlights a distinctive media and thought-leadership presence—its award-winning “Your Financial Editor” and Murray Radio interviews with prominent national and international leaders—useful for distribution visibility and client education.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gerald E. Baker
DIRECTOR, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Andrew JOHN Baldauf
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, SENIOR VICE PRESIDENT
- CRD
- #1554676
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
Unlock allContacts
Luke Betterly
Senior Vice President and Portfolio Manager
- CRD
- --
Donald DiCarlo, Jr.
President, Wilmington Trust Emerald Family Office & Advisory
- CRD
- --
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,845,836 | $1,903,322 |
| Non-Discretionary | $0 | -- |
| Total | $140,845,836 | $1,903,322 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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