seo-company

Delegate Advisors

Delegate Advisors is comprised of a team of professionals based in Chapel Hill, NC who have dedicated decades-long careers to providing independent wealth advice. Led by Chief Executive Officer Andy H...load more


Delegate Advisors's Basic Information

Industry
Financial Services
Headquarters
Chapel Hill, North Carolina, United States
Founded Year
2012
Headcount
Specialties
Wealth managementRisk managementStrategic and tactical asset allocationManager selectionPerformance reportingDirect investment due diligenceFinancial educationTax planningTrust and estate planningWealth transferPhilanthropy planning

Delegate Advisors's Competitors

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Smart Pay LLP
Smart Pay LLP

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Employee Insights

Employee Function
Employee Location

Delegate Advisors's Top Employees

people

Andrew Hart

Managing Partner

Phone Email

people

Dennis Miner

Managing Partner

Phone Email

people

Simon Ambrose

Partner

Phone Email

people

Chris Roth

Senior Advisor & Partner

Phone Email

people

Brian Miner

Partner

Phone Email

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Frequently Asked Questions Regarding Delegate Advisors

Where is Delegate Advisors's headquarter located?
Delegate Advisors's headquarter are located at United States.
How many employees does Delegate Advisors have?
Delegate Advisors has 2 - 10 employees.
What is Delegate Advisors's official website?
Delegate Advisors's official website is http://delegateadvisors.com
What industry does Delegate Advisors belong to?
Delegate Advisors is in the industry ofFinancial Services
What does Delegate Advisors do?
Delegate Advisors is comprised of a team of professionals based in Chapel Hill, NC who have dedicated decades-long careers to providing independent wealth advice. Led by Chief Executive Officer Andy H...
What specialty does Delegate Advisors have?
Wealth managementRisk managementStrategic and tactical asset allocationManager selectionPerformance reportingDirect investment due diligenceFinancial educationTax planningTrust and estate planningWealth transferPhilanthropy planning
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