Delaware Capital Management Inc is a large advisory firm based in Philadelphia. It manages $1.18 billion of regulatory assets for 3,399 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Delaware Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Delaware Capital Management Inc is $1.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Delaware Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Keith Downes has been acting as President since 1 Jan 1994. Gerald S Frey joined the executive team most recently as the Managing Diretor/Cio Growth Investing.
The principal office where Delaware Capital Management Inc performs its advisory services is located at 1818 Market Street, Philadelphia, PA 19103, 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 215-255-2300 or by fax 215-255-2194. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at delawarefunds.com/sectd/fsetd.html.