Unclaimed Profile

Daniel Mark Schultz

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC·ATLANTA, Georgia

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

TERMINUS 27TH FLOOR, ATLANTA, GA 30305-2448CRD# 4966918Firm CRD# 19396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Mark Schultz · ATLANTA, GA

Registration

CRD #4966918 · WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Daniel Mark Schultz is a registered financial advisor based in ATLANTA, Georgia, affiliated with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

WILMINGTON TRUST INVESTMENT MANAGEMENT

AUM

$189M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4966918

Firm CRD# 19396

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Mark Schultz offer?

Daniel Mark Schultz specializes in Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Daniel Mark Schultz's credentials?

Daniel Mark Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Mark Schultz located?

Daniel Mark Schultz is based in ATLANTA, Georgia, working with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Daniel Mark Schultz charge for services?

Daniel Mark Schultz'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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