AXION FINANCIAL GROUP LLC
Bethany Beach, DE
AUM
$47.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
267-261-4177
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
118 advisers found
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2563677834
TRISTATE WEALTH ADVISORS
Newark, DE
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(302) 556-6556
AUM
$24.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-812-4099
ANNOVA LLC
Wilmington, DE
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
302-668-5300
CSG FINANCIAL
Dover, DE
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(302) 678-8701
STREETBEAT LLC
Wilmington, DE
AUM
$4.9M
Wealth Mgmt
Team
2 employees
Clients
—
Fees
THE ADVISER CURRENTLY DOES NOT CHARGE A FEE FOR SERVICES
650-204-0399
MAI CAPITAL ADVISOR
Rehoboth Beach, DE
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Commissions
(302) 212-5221
AUM
$172K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
+13023425079
CAGR FINANCE LLC
Lewes, DE
AUM
$32K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-455-6725
CLIMATE FINANCE PARTNERS LLC
Wilmington, DE
AUM
$0
Team
1 advisors
Clients
—
Fees
PERCENTAGE OF NET REVENUE RECEIVED BY ADVISOR FROM EACH FUND
212-974-0111
DELAWARE ADVISORY GROUP, INC.
Wilmington, DE
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
302-651-9191
GENESIS INVESTMENT MANAGEMENT, LLP
London, DE
AUM
$0
Institutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM
+44 2038807522