WILMINGTON CAPITAL SECURITIES, LLC

666 Old Country Road
Suite 505
Garden City, New York 11530
Tel: 516-750-6200

About WILMINGTON CAPITAL SECURITIES, LLC

WILMINGTON CAPITAL SECURITIES, LLC, formally registered with the SEC as WILMINGTON CAPITAL SECURITIES, LLC. The firm was established in 07/27/2015. They have over 4 offices throughout the country.

WILMINGTON CAPITAL SECURITIES, LLC is a Garden City, New York based Financial Planning firm with nearly $243,013,873 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133839
SEC#	801-101483
Assets Managed by Firm	$243,013,873
No. of Clients	259
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	259	$243,013,873
Individuals (other than high net worth individuals)	179	$36,312,859
High net worth individuals	36	$198,720,295
Corporations or other businesses	8	$7,980,719

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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