DELTA ASSET MANAGEMENT, LLC

700 Colonial Rd
Suite 220
Memphis, Tennessee 38117
Tel: 901-767-4791

About DELTA ASSET MANAGEMENT, LLC

DELTA ASSET MANAGEMENT, LLC, formally registered with the SEC as DELTA ASSET MANAGEMENT, LLC. The firm was established in 11/21/2001. They have over 1 offices throughout the country.

DELTA ASSET MANAGEMENT, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $1,381,799,606 assets under management, offering retirement planning & investment advisory services to 1166 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113688
SEC#	801-60492
Assets Managed by Firm	$1,381,799,606
No. of Clients	1166
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1166	$1,381,799,606
Individuals (other than high net worth individuals)	285	$110,682,183
High net worth individuals	263	$1,166,742,321
Pension and profit sharing plans	5	$41,483,487
Charitable organizations	4	$43,056,817
Corporations or other businesses	3	$8,606,394

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FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
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