Wilton Asset Management LLC is an adviser based in Boston. It manages $90.63 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Wilton Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wilton Asset Management LLC is $90.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wilton Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Carmen John Gigliotti has been acting as President since 1 Mar 2000. Stephen Hathaway Marshall joined the executive team most recently as the Director & Investment Committee Member.
The principal office where Wilton Asset Management LLC performs its advisory services is located at C/O State Street Global Advisors Attn: Albertelli, Boston, MA 02111 2900, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, DE. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-786-3000 or by fax 617-664-0481. The normal business hours are 8:30 - 5:00 on Monday - Friday.