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DELEGATE ADVISORS, LLC
Tel: 919-932-8400
101 Glen Lennox Drive Suite 150
Chapel Hill, North Carolina 27517-8834
DELEGATE ADVISORS, LLC
DELEGATE ADVISORS, LLC is a Chapel Hill, North Carolina based financial advisory firm with nearly $1,032,235,244 in assets under management and provides investment advisory services for 940 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
159953
SEC#:
801-72996
No. of Clients:
940
Assets under Management
$1,032,235,244
No. of Advisors:
13
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