This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Crest harborTimber
- Established Date
- 12-21-2021
- Office Locations
- 1
Office Locations
About Delaware Avenue Advisors Inc.
Delaware Avenue Advisors is a veteran-owned, New York-registered RIA in Buffalo providing fiduciary wealth management and retirement plan consulting for individuals, families, foundations, and plan sponsors. The firm builds bespoke portfolios for aggressive growth, risk-controlled growth, and taxable/tax-free income, with a long-standing focus on retirement income and liquid securities (including income-focused options overlays). Led by a CFA charterholder and adjunct finance professor, with a 401(k) consulting partnership with 401K Expert LLC.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EUGENE PETER CHAAS
Chief Compliance Officer, President
- CRD
- #1941712
- Ownership
- 75% or more
Shaun Laper
Investment Adviser
- CRD
- #7689885
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,500,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $28,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $28,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $251,184,755 | 13.2% |
| Equity - Exchange | $294,951,795 | 15.5% |
| U.S. Government/Agency | $546,136,550 | 28.7% |
| Cash | $346,330,495 | 18.2% |
| Equity - OTC | $201,708,970 | 10.6% |
| Corporate - Investment Grade | $262,602,243 | 13.8% |
| Total | $1,902,914,808 | 100.0% |