Delegate Advisors Information
Summary
Delegate Advisors is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Francisco, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Delegate Advisors varies between 100K and 5.0M. To connect with Delegate Advisors employee register on SignalHire.
Organization Website | delegateadvisors.com |
Social Links |   |
Industries | |
Headquarters Location | 1215 Environ Way, Chapel Hill, NC, 27517 US |
Employees Size | 10-50 employees |
Specialties | Wealth management, Risk management, Strategic and tactical asset allocation, Manager selection, Performance reporting, Direct investment due diligence, Financial education, Tax planning, Trust and estate planning, Wealth transfer, Philanthropy planning |
SIC Code | 7380 |
DMA Code | San Francisco Bay Area |
Founded | 2012 |
Estimated Annual Revenue | $100K - 5.0M |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Delegate Advisors shows a diverse range of experience levels:
11% for 1–2 years16% for 3–4 years5% for 5–7 years5% for 8–10 years63% have over 11 years of service at Delegate AdvisorsEx-employees positions
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