Rodney Square Management Corp is a large advisory firm based in Wilmington. It manages $12.81 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.
Rodney Square Management Corp provides portfolio management for investment companies and selection of other advisers. 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 Rodney Square Management Corp is $12.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rodney Square Management Corp for their services and products based on a percentage of assets under management. 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.
Eric Kwok Sun Cheung has been acting as President since 1 Nov 1998. M&T Bank Corporation joined the executive team most recently as the Sole Stockholder.
The principal office where Rodney Square Management Corp performs its advisory services is located at 1100 North Market Street, Wilmington, DE 19890 0001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-651-8512 or by fax 302-427-4828. The normal business hours are 8:00-5:00 on Monday - Friday.