DELTA FINANCIAL ADVISORS, INC

10539 Metropolitan Avenue
Kensington, Maryland 20895-4015
Tel: 301-962-0480

About DELTA FINANCIAL ADVISORS, INC

DELTA FINANCIAL ADVISORS, INC, formally registered with the SEC as DELTA FINANCIAL ADVISORS, INC. The firm was established in 04/22/2021. They have over 1 offices throughout the country.

DELTA FINANCIAL ADVISORS, INC is a Kensington, Maryland based Financial Planning firm with nearly $188,805,732 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121907
SEC#	801-120897
Assets Managed by Firm	$188,805,732
No. of Clients	539
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	539	$188,805,732
Individuals (other than high net worth individuals)	213	$62,152,815
High net worth individuals	59	$126,652,917

More Retirement Planning firms in Kensington, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

Explore More Retirement Advisors in Kensington, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.