Austen
Delahaye

Almanack Investment Partners

CRD#5634797
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Austen Delahaye is a financial advisor based in Baton Rouge, Louisiana, working with Almanack Investment Partners. Austen has previously held positions at Nylife Securities, LLC, Eagle Strategies LLC, New York Life, Planning For Wealth, LLC, and Almanack Investment Partners, LLC. Austen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Austen is part of Almanack Investment Partners, which operates out of Baton Rouge, Louisiana. The firm has 6 offices and 22 employees. The firm manages assets totaling $802.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Almanack Investment Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

383 Highlandia Drive, Suite 215
Baton Rouge, LA 70810

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Almanack Investment Partners Brokerage Details

Total Assets Under Management

$802,193,139

LA Average: $15,833,994,310
Total Number of Employees

22

LA Average: 41
Total Number of Accounts

2,044

LA Average: 3,342
Average Account Size

$392,462

LA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Austen Delahaye Work History

2022 - Present (2 years)

Almanack Investment Partners. LLC

2021 - 2022 (1 year)

Planning For Wealth, LLC

2019 - 2021 (2 years)

Eagle Strategies LLC

2011 - 2021 (10 years)

Nylife Securities, LLC

2009 - 2021 (12 years)

New York Life

Disclosures

Please visit the SEC profile of Austen Delahaye to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Almanack Investment Partners

H Clark Gaines Jr
Wayne, PA
Kevin Harper
Wayne, PA
Michael De Quevedo
Wayne, PA
Devin Cattelan
Wayne, PA
Kyle Stuckey
Wayne, PA
Brendan Gilmore
Wayne, PA
Robert Pulsifer
Wayne, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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