DELAWARE AVENUE ADVISORS INC.

Overview

Delaware Avenue Advisors Inc. is an independent RIA owned by an individual and focused on serving individuals and families. The firm combines financial planning with portfolio management for individual clients and small businesses, and it also operates as an insurance broker. Fee arrangements are mixed: percentage-of-assets under management, hourly charges and fixed fees are all in use. Investment activity is concentrated in managed, discretionary relationships—the firm runs client portfolios directly rather than acting primarily as a fee-only planner or capital allocator. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices