Delaware Avenue Advisors Inc.

Overview

Delaware Avenue Advisors Inc. is a small, independent Registered Investment Adviser organized as a corporation and registered in New York. The firm appears to be owner-operated and serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. In addition to advisory work, the firm conducts insurance brokerage activities. The adviser charges fees through a mix of percentage-of-assets, hourly billing, and fixed-fee arrangements, which gives flexibility for both ongoing wealth management and project-based planning work. Delaware Avenue Advisors is not structured as a capital allocator and is not identified as an active ESG investor. Its operations are concentrated within a single state.

Assets & Accounts

Investments & Alternatives

Location & Offices