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Home > Retirement Planners > north carolina > chapel hill > DELEGATE ADVISORS, LLC
DELEGATE ADVISORS, LLC
101 Glen Lennox Drive
Suite 150
Chapel Hill, North Carolina 27517-8834
Tel: 919-932-8400
About DELEGATE ADVISORS, LLC
DELEGATE ADVISORS, LLC, formally registered with the SEC as DELEGATE ADVISORS, LLC. The firm was established in 01/12/2012. They have over 4 offices throughout the country.
DELEGATE ADVISORS, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $1,032,235,244 assets under management, offering retirement planning & investment advisory services to 940 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159953 |
| SEC# | 801-72996 |
| Assets Managed by Firm | $1,032,235,244 |
| No. of Clients | 940 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 940 | $1,032,235,244 |
| High net worth individuals | 31 | $817,027,581 |
| Charitable organizations | Fewer than 5 clients | $35,269,876 |
| Corporations or other businesses | Fewer than 5 clients | $59,202,197 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
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