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Building 2DELTA FINANCIAL ADVISORS, INC

Map pinKENSINGTON, MD
Phone301-962-0480
NotebookSEC #801-120897
Total AUM
$234M
Employees
10
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10539 METROPOLITAN AVENUE
KENSINGTON
MD 20895-4015
United States
Operating Hours
9-5
Monday - Friday
Phone
301-962-0480

ReceiptFinancials

Total AUM
$234M
Accounts
604
Discretionary
$233.8M
Accounts
603
Non-Discretionary
$181.4K
Accounts
1

ContactClients

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Individual Clients
174
AUM
$53.3M
HNW Individual Clients
71
AUM
$180.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLLAMDNCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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