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Delegate Advisors

EST. AUM
$1,713,891,105

CONTACTS
5

CLIENT ACCOUNTS
1,331

Firm Details

Metro area Raleigh
CRD Number 159953
Website delegateadvisors.com
Client types

Overview

Delegate Advisors is an independent wealth advisory firm that works with families to simplify their financial lives. Life with wealth can be complicated, but the firm is there as wealth strategists and investment professionals to guide families every step of the way. Andy Hart and Duncan Alison are people to reach out to in San Francisco. There is mostly an opportunity there for alternatives, heavily weighted more towards credit, but alternatives versus public equities. Ben Thompson is the new CIO of Delegate. Members of Delegate's management team work from home offices in these locations (Austin & San Fran), and Delegate does not maintain a permanent office in them.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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