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THE DELTA GROUP
LOS ALTOS, CA
650-988-0490
SEC #801-21129Total AUM
$39.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5050 EL CAMINO REAL
STE. 100
LOS ALTOS
CA 94022
United States
STE. 100
LOS ALTOS
CA 94022
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
650-988-0490
Financials
Total AUM
$39.3M
Accounts
56Discretionary
$30.9M
Accounts
36Non-Discretionary
$8.4M
Accounts
20
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.