Summary
DELEGATE ADVISORS LLC
Founded in 2012
Description
Delegate Advisors is an award-winning, independent wealth advisory firm based in Chapel Hill, NC. With a team of professionals dedicated to providing independent wealth advice, we specialize in managing assets on a discretionary or non-discretionary ba...
Strengths
- DELEGATE ADVISORS LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since DELEGATE ADVISORS LLC was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
DELEGATE ADVISORS LLC's annual revenue
$4257000
Based on Kona Equity data
-
Revenue per employee
$304071
-
Variance of revenue growth
0.67
-
Annual revenue growth since founding
$354750
-
Revenue growth rate from first known quarter to current
-35.8%
Employee Count
14 employees
-
Employee growth rate from first known quarter to current
-41.7%
Executives
Carrie Couto
Corporate Controller
c**@delegateadvisors.comAndrew Hart
CEO
a**@delegateadvisors.comAllison Dunkin
Director, Portfolio Management
a**@delegateadvisors.comBenjamin Thompson
President & Chief Investment Officer
b**@delegateadvisors.comJames Powers
Chief Financial Officer & Director, Investment Research
j**@delegateadvisors.comPhone Advisors
Chief Executive Officer
p**@delegateadvisors.comKeosha Joyce
Advisory Analyst
k**@delegateadvisors.comBill Pepper
Director, Portfolio Management
b**@delegateadvisors.comPaul Perez
CCO, Senior Advisor
p**@delegateadvisors.comTracie Foels
Associate
t**@delegateadvisors.comPeter Winter
Advisory Analyst
p**@delegateadvisors.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Occidental Asset Management LLC
yourmentalwealthadvisors.com- Founded in 2001
- Location: San Francisco, CA
- Annual Revenue: $5.3M
- Employees: 11
- Your Mental Wealth Advisors is a fee-only Registered Investment Advisor (RIA) based in Burlingame, California. Founded in 2001, we provide financial planning and investment advisory services to our clients. Our focus is on optimizing our clients' wealt...
EH Wealth Advisors
ehwealthadvisors.com- Founded in 2010
- Location: Southfield, MI
- Annual Revenue: $1.1M
- Employees: 3
- EH Wealth Advisors is one of Michigan's leading full-service financial firms. We specialize in working with individuals and business owners, offering a wide range of financial products and services. Our goal is to help you make better decisions and ach...
ClearWise Investment
clearwiseinvestment.com- Founded in 1991
- Location: New York, NY
- Annual Revenue: $2.6M
- Employees: 12
Gordian Wealth Advisors
gordianwa.com- Founded in 2011
- Location: Mill Valley, CA
- Annual Revenue: $1.1M
- Employees: 5
- Gordian Wealth Advisors is a company that offers wealth management services to high net worth families. They provide an independent and objective point of view with a disciplined investing approach. They develop bespoke investment portfolios for each f...
Keystone Wealth Advisors
keystone-wealth.com- Founded in 1999
- Location: Logan, UT
- Annual Revenue: $1.1M
- Employees: 5
- Financial Advisor Firm in Logan Utah specializing in Retirement Income Planning utilizing ETF strategies, stocks, bonds.
Florence Capital Advisors
florencecapital.com- Location: New York, NY
- Annual Revenue: $1.3M
- Employees: 4
- Celebrating the spirit of the Renaissance, Florence Capital Advisors presents a fresh model in wealth management: resource-rich, innovative, transparent.
Key Information
- Name: DELEGATE ADVISORS LLC
- Category: Investment management
- Industry: Financial Planner
See similar companies
-
By City San Francisco Small Financial Planner in San Francisco Mid-size Financial Planner in San Francisco Investment management in San Francisco Small Investment management in San Francisco Mid-size Investment management in San Francisco
-
By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Financial Planner in CA Mid-size Financial Planner in CA
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
-
Firmographic data G Score of 3 Founded in 2012 #Finance General #Finance
Frequently Asked Questions
DELEGATE ADVISORS LLC's headquarters are located at 801 Montgomery St., 2nd Fl. 150 San Francisco, CA 94133.
DELEGATE ADVISORS LLC's official website is delegateadvisors.com
DELEGATE ADVISORS LLC's annual revenue is $4.3 M.
DELEGATE ADVISORS LLC has 14 employees
DELEGATE ADVISORS LLC is in the industry of Investment management.
