Delegate Advisors, LLC
Delegate Advisors, LLC (CRD# 159953) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $902,440,106 in 870 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management902MILLION
-
Total Number of Accounts870ACCOUNTS
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Average Account Value$1,037,287
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC, TX
Financial Advisors at Delegate Advisors, LLC
1
Andrew Hart (CRD# 1585970) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 36 years of experience in the finance industry.
2
Morgan Tarr (CRD# 4760457) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 19 years of experience in the finance industry.
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