Delmarva Limited Financial Consultants (Hockessin)

Name: Delmarva Limited Financial Consultants
Address: 7234 Lancaster Pike, Hockessin, DE, 19707
Telephone: 302-234-8300

Delmarva Limited Financial Consultants is a large advisory firm based in Hockessin. It manages $93.42 million of regulatory assets for 178 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Delaware.

Delmarva Limited Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, security ratings or pricing services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Delmarva Limited Financial Consultants: assets under management

The assets under management (AUM) of Delmarva Limited Financial Consultants is $93.42 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $45.28 million in discretionary accounts and $48.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $520.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $529.02 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Delmarva Limited Financial Consultants for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Delmarva Limited Financial Consultants

Alan B Brown has been acting as President since 1 Jan 1979. Gail Elizabeth Chupein joined the executive team most recently as the Sec/Treas.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan B Brown	President	1 Jan 1979	75% - 100%	31927
Gail Elizabeth Chupein	Sec/treas	1 Jul 1991	Other	4384760

Based in Hockessin

The principal office where Delmarva Limited Financial Consultants performs its advisory services is located at 7234 Lancaster Pike, Hockessin, DE 19707, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-234-8300 or by fax 302-234-8385. The normal business hours are 8:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.delmarvaltd.com.