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Building 2DELTA FINANCIAL ADVISORS, L.L.C.

Map pinMETAIRIE, LA
Phone504 522-9019
NotebookSEC #801-61891
Total AUM
$592.3M
Employees
5
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 VETERANS MEMORIAL BLVD.
SUITE 1555
METAIRIE
LA 70005
United States
Operating Hours
8:30-4:30 CST
Monday - Friday
Phone
504 522-9019

ReceiptFinancials

Total AUM
$592.3M
Accounts
549
Discretionary
$531.2M
Accounts
543
Non-Discretionary
$61.1M
Accounts
6

ContactClients

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Individual Clients
113
AUM
$46.5M
HNW Individual Clients
98
AUM
$466.6M
Charitable Organization Clients
1
AUM
$5.3M
Corporation or Business Clients
5
AUM
$73.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLLATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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