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William James Farrell

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC·WILMINGTON, Delaware
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
WILMINGTON TRUST CENTER, WILMINGTON, DE 19890-0001CRD# 5941642Firm CRD# 19396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William James Farrell · WILMINGTON, DE
Registration
CRD #5941642 · WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

William James Farrell is a registered financial advisor based in WILMINGTON, Delaware, affiliated with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
WILMINGTON TRUST INVESTMENT MANAGEMENT
AUM
$189M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5941642
Firm CRD# 19396
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William James Farrell offer?
William James Farrell specializes in Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are William James Farrell's credentials?
William James Farrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Farrell located?
William James Farrell is based in WILMINGTON, Delaware, working with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does William James Farrell charge for services?
William James Farrell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILMINGTON TRUST INVESTMENT MANAGEMENT LLC?
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC has approximately 12 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

Eric Taylor
WILMINGTON, DE
Eric Wesley Taylor
WILMINGTON, DE
Rene Francis Jones
WILMINGTON, DE
Richard Adam Shatzkin
WILMINGTON, DE
Anna M. Bencrowsky
ATLANTA, GA
Daniel Mark Schultz
ATLANTA, GA

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Research
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