Delaware Avenue Advisors Inc.

Overview

Delaware Avenue Advisors Inc. is an independent, privately owned registered investment adviser operating as a corporation that serves individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses and also operates as an insurance broker. Its advisory engagement models include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives