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Home > Retirement Planners > florida > maitland > DELTA ADVISORY GROUP, INC.
DELTA ADVISORY GROUP, INC.
696 N Maitland Avenue
Maitland, Florida 32751
Tel: 407-331-9213
About DELTA ADVISORY GROUP, INC.
DELTA ADVISORY GROUP, INC, formally registered with the SEC as DELTA ADVISORY GROUP, INC. The firm was established in 01/18/2023. They have over 2 offices throughout the country.
DELTA ADVISORY GROUP, INC. is a Maitland, Florida based Financial Planning firm with nearly $174,006,935 assets under management, offering retirement planning & investment advisory services to 892 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105966 |
| SEC# | 801-126783 |
| Assets Managed by Firm | $174,006,935 |
| No. of Clients | 892 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 892 | $174,006,935 |
| Individuals (other than high net worth individuals) | 395 | $67,096,896 |
| High net worth individuals | 51 | $106,910,039 |
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