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- Custodian
- Apex ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit signal
- Established Date
- 01-12-2012
- Office Locations
- 6
Office Locations
About Delegate Advisors, LLC
Delegate Advisors is an independent, award-winning wealth advisory firm providing wealth management with estate & philanthropy planning, risk and cash management, and investment strategy/oversight, including private investments. The team works with individuals and families, including business owners and entrepreneurs, across retail and institutional relationships, and publishes investment outlook commentary.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Benjamin Dunkin Allison
Director Of Portfolio Management
- CRD
- --
- Ownership
- 10% but less than 25%
James Powers
DIRECTOR OF INVESTMENT RESEARCH
- CRD
- #6822195
- Ownership
- 5% but less than 10%
Crest bridge
Bridge horizon
- CRD
- #59479
- Ownership
- 18.4%
Showing 2 of 5 owners & executives
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Dunkin Allison
Director, Portfolio Management
- CRD
- --
Daniel Eichenberger
Senior Associate, Investments
- CRD
- --
Legacy signal
Unison frontier
- CRD
- #43470
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $742,277,514 | $1,320,778 |
| Non-Discretionary | $971,613,591 | $1,263,477 |
| Total | $1,713,891,105 | $1,287,672 |
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Separately Managed Accounts
Total SMA Asset: $1,712,386,224
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $317,003,898 | 8.2% |
| Public Funds | $769,314,338 | 19.9% |
| Equity - Exchange | $351,797,009 | 9.1% |
| Cash | $769,314,338 | 19.9% |
| Other | $479,371,748 | 12.4% |
| U.S. Government/Agency | $572,153,377 | 14.8% |
| Municipal Bonds | $429,115,033 | 11.1% |
| Corporate - Investment Grade | $177,831,455 | 4.6% |
| Total | $3,865,901,196 | 100.0% |