Delaware Avenue Advisors Inc.

Overview

Delaware Avenue Advisors Inc. is an independent, privately owned registered investment adviser organized as a corporation and focused on individual and family clients. The firm provides comprehensive financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its fee arrangements include a percentage-of-AUM billing option alongside hourly and fixed-fee engagements. The firm does not identify as an ESG investor, is not multi-state in the FINTRX record, and is not listed as a capital allocator, pension consultant, or related adviser. The year it first registered with the SEC is not provided.

Assets & Accounts

Investments & Alternatives