Delegate Advisors

Q: What is Delegate Advisors's official website?

Delegate Advisors's official website is www.delegateadvisors.com

Q: What is Delegate Advisors's Revenue?

Delegate Advisors's revenue is <$5 Million

Q: What is Delegate Advisors's SIC code?

Delegate Advisors's SIC: 62,628

Q: What is Delegate Advisors's NAICS code?

Delegate Advisors's NAICS: 52,523

Q: How many employees does Delegate Advisors have?

Delegate Advisors has 11-50 employees

Q: What industry does Delegate Advisors belong to?

Delegate Advisors is in the industry of: Finance , Securities Trading

Q: What is Delegate Advisors competition?

Delegate Advisors top competitors include: Inlet Private Wealth , OWL Private Wealth Advisors , Shoreline Financial Partners , Brol Capital Management

Q: What technology does Delegate Advisors use?

Some of the popular technologies that Delegate Advisors uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving

Q: What does Delegate Advisors do?

Delegate Advisors is an independent wealth advisory firm that specializes in managing wealth and creating effective financial plans for families. Their services include wealth management, estate and philanthropy planning, private investments, risk management, and cash management. The firm aims to streamline clients' financial lives and investments... to help them achieve long-term financial objectives. Delegate Advisors primarily serves families and individuals seeking comprehensive wealth management solutions. Read More

Q: What are Delegate Advisors social media links?

Delegate Advisors Linkedin page Delegate Advisors Twitter page Delegate Advisors Facebook page

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

101 Glen Lennox Dr Unit 150, Chapel Hill...

Website

www.delegateadvisors.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Delegate Advisors

Delegate Advisors is an independent wealth advisory firm that specializes in managing wealth and creating effective financial plans for families. Their services include wealth management, estate and philanthropy planning, private investments, risk management, and cash management. The firm aims to streamline clients' financial lives and investments to help them achieve long-term financial objectives. Delegate Advisors primarily serves families and individuals seeking comprehensive wealth management solutions.Explore more

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View contact profiles from Delegate Advisors

SIC Code 62,628NAICS Code 52,523Show more

Delegate Advisors Org Chart

Phone

Benjamin Thompson

President & Chief Investment Officer

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Delegate Advisors

<$5M

11-50

Private

2012

Benjamin ThompsonPresident & Chief Investment Officer

Brenton Point Wealth Advi...

$5.1M

11-50

Private

2017

Moshe LuchinsChief Compliance Officer

Shoreline Financial Partn...

<$5M

1-10

Private

2012

Joseph RosarioPartner and Wealth Advisor

OWL Private Wealth Adviso...

<$5M

1-10

Private

2020

Stacey BigleyPrivate Wealth Associate

Inlet Private Wealth

<$5M

1-10

Private

2018

Victoria PeaperCEO

Botkin Family Wealth Mana...

<$5M

1-10

Private

2015

Lester BotkinChief Investment Officer

Brol Capital Management

<$5M

1-10

Private

2020

Lester BrolPresident & Chief Investment Officer

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Delegate Advisors Tech Stack

A closer look at the technologies used by Delegate Advisors

PHP

Google Cloud Web Serving

Google

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Frequently Asked Questions Regarding Delegate Advisors

What is Delegate Advisors's official website?

Delegate Advisors's official website is www.delegateadvisors.com

What is Delegate Advisors's Revenue?

Delegate Advisors's revenue is <$5 Million

What is Delegate Advisors's SIC code?

Delegate Advisors's SIC: 62,628

What is Delegate Advisors's NAICS code?

Delegate Advisors's NAICS: 52,523

How many employees does Delegate Advisors have?

Delegate Advisors has 11-50 employees

What industry does Delegate Advisors belong to?

Delegate Advisors is in the industry of: Finance, Securities Trading

What is Delegate Advisors competition?

Delegate Advisors top competitors include: Inlet Private Wealth, OWL Private Wealth Advisors, Shoreline Financial Partners, Brol Capital Management

What technology does Delegate Advisors use?

Some of the popular technologies that Delegate Advisors uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving

What does Delegate Advisors do?

What are Delegate Advisors social media links?

Delegate Advisors Linkedin page Delegate Advisors Twitter page Delegate Advisors Facebook page

Is Delegate Advisors a public company?

Delegate Advisors is private company therefore does not currently have an official ticker symbol

See more information about Delegate Advisors

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