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DELTA FINANCIAL ADVISORS, L.L.C.

701 Poydras Street
Suite 350
New Orleans, Louisiana 70139
Tel: 504 522-9019

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About DELTA FINANCIAL ADVISORS, L.L.C.

DELTA FINANCIAL ADVISORS, LLC, formally registered with the SEC as DELTA FINANCIAL ADVISORS, LLC. The firm was established in 02/03/2003. They have over 1 offices throughout the country.

DELTA FINANCIAL ADVISORS, L.L.C. is a New Orleans, Louisiana based Financial Planning firm with nearly $381,076,526 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122092
SEC#801-61891
Assets Managed by Firm$381,076,526
No. of Clients447
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total447$381,076,526
Individuals (other than high net worth individuals)106$41,919,737
High net worth individuals64$291,108,168
Corporations or other businesses1$48,048,621

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