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Home > Retirement Planners > louisiana > new orleans > DELTA FINANCIAL ADVISORS, L.L.C.
DELTA FINANCIAL ADVISORS, L.L.C.
701 Poydras Street
Suite 350
New Orleans, Louisiana 70139
Tel: 504 522-9019
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 Status | Approved |
|---|---|
| Firm CRD# | 122092 |
| SEC# | 801-61891 |
| Assets Managed by Firm | $381,076,526 |
| No. of Clients | 447 |
| No. of Advisors | 4 |
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 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 |
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