DELEGATE ADVISORS, LLC - Financial Advisor in North Carolina, Chapel Hill

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

No. of Advisors:

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

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