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Carl William Jordan

WILMINGTON FUNDS MANAGEMENT CORPORATION·WILMINGTON, Delaware
Clean recordWILMINGTON FUNDS MANAGEMENT CORPORATION
1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001CRD# 2389994Firm CRD# 105163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl William Jordan · WILMINGTON, DE
Registration
CRD #2389994 · WILMINGTON FUNDS MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl William Jordan is a registered financial advisor based in WILMINGTON, Delaware, affiliated with WILMINGTON FUNDS MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
WILMINGTON FUNDS MANAGEMENT CORPORATION
WILMINGTON FUNDS MANAGEMENT CORPORATION
AUM
$14.8B
Regulatory assets under management
Employees
35
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2389994
Firm CRD# 105163
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl William Jordan offer?
Carl William Jordan specializes in Investment Management, Fee-Only Advisory. Contact their office in WILMINGTON, Delaware for a consultation.
What are Carl William Jordan's credentials?
Carl William Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl William Jordan located?
Carl William Jordan is based in WILMINGTON, Delaware, working with WILMINGTON FUNDS MANAGEMENT CORPORATION. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Carl William Jordan charge for services?
Carl William Jordan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILMINGTON FUNDS MANAGEMENT CORPORATION?
WILMINGTON FUNDS MANAGEMENT CORPORATION has approximately 35 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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