701 Poydras Street
Suite 350
New Orleans, Louisiana 70139
Tel: 504 522-9019
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122092 |
SEC# | 801-61891 |
Assets Managed by Firm | $381,076,526 |
No. of Clients | 447 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 447 | $381,076,526 |
Individuals (other than high net worth individuals) | 106 | $41,919,737 |
High net worth individuals | 64 | $291,108,168 |
Corporations or other businesses | 1 | $48,048,621 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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