DELOS ADVISORS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
334390
Registered since
March 14, 2025

Firm profile

FINTRX

Overview

Delos Advisors, Inc. is organized as a corporation and is listed as an SEC-registered investment adviser with registration dated 2025. Ownership is identified as a combination of a foreign entity and an individual, and the firm is classified as unclassified in available records. It is identified as an “Other Investment Adviser” in its affiliations and is not flagged as a capital allocator. The profile indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not designated a pension consultant. Public-facing descriptions of business activities, fee arrangements and advisory strategies are not provided in the available snapshot. That absence of disclosed activity makes it difficult to assess manager preferences, sector tilts, or whether the firm targets particular client segments (high-net-worth individuals, institutions, or others) based on the current record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Ban Kwok

    CCOCRD 8056788

  • HENRY CHEN

    FounderCRD 4106548

  • Eric Huang

    PartnerCRD 8047678

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
201 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth