A complete list of active advisors currently associated with Delaware Avenue Advisors Inc.

Warmer can help you find a great advisor at Delaware Avenue Advisors Inc. or one who fits your needs even better.

The firm provides ongoing discretionary portfolio management, financial planning (fixed-fee and hourly) and ERISA consulting to individuals — including high-net-worth clients — and retirement plans. It documents client goals and risk tolerances through an Investment Policy Statement and does not participate in wrap-fee programs. Investment decisions are informed by macroeconomic, fundamental, technical and cyclical analysis and the firm may employ a range of strategies (long-term and short-term trading, short sales, margin transactions and options writing) with generally low-to-medium turnover. The adviser operates with discretionary trading authority, conducts weekly account reviews, and delivers custodian statements monthly with performance reporting on a quarterly basis. The brochure discloses an ERISA consulting relationship with a third-party provider and asserts compliance with the CFA Institute Asset Manager Code, and it notes limited custody through direct fee deduction — features that distinguish its service mix. The advisory assets shown in the brochure are approximately $25.5 million discretionary and $1.5 million non‑discretionary, the firm has a $250,000 account minimum that may be waived, and the supplemental ADV Part 2B is referenced for other business activities (the place where the firm discloses additional roles such as insurance-related activities, a service less common among peers).

To learn more about the advisors currently working at Delaware Avenue Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.