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Building 2DELEGATE ADVISORS, LLC

Map pinCHAPEL HILL, NC
Phone919-932-8400
NotebookSEC #801-72996
Total AUM
$1.7B
Employees
13
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 GLEN LENNOX DRIVE
SUITE 150
CHAPEL HILL
NC 27517-8834
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
919-932-8400
Other Offices
2

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,331
Discretionary
$742.3M
Accounts
562
Non-Discretionary
$971.6M
Accounts
769

ContactClients

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HNW Individual Clients
42
AUM
$1.4B
Pooled Vehicle Clients
1
AUM
$1.5M
Insurance Company Clients
6
AUM
$129.6M
Corporation or Business Clients
2
AUM
$176.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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