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Building 2DELTA ADVISORY GROUP, INC.

Map pinMAITLAND, FL
Phone407-331-9213
NotebookSEC #801-46613
Total AUM
$26.8M
Employees
7
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
696 N MAITLAND AVENUE
MAITLAND
FL 32751
United States
Operating Hours
9:00 A.M.-4:30 P.M.
Monday - Friday
Phone
407-331-9213
Other Offices
1

ReceiptFinancials

Total AUM
$26.8M
Accounts
376
Discretionary
$26.8M
Accounts
376
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$17.2M
HNW Individual Clients
6
AUM
$9.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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