DELEGATE ADVISORS, LLC
Tel: 919-932-8400 101 Glen Lennox Drive Suite 150 Chapel Hill, North Carolina 27517-8834
About 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
Firm CRD#:
159953
Firm SEC#:
801-72996
Assets Under Management:
$1,032,235,244
No. of Clients:
940
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
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