Delta Financial Advisors, L.L.C.
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 122092
- Registered since
- February 3, 2003
- Website
- www.deltafinad.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.78%
- Corporations / Businesses12.49%
- Individuals7.85%
- Charitable Organizations0.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Delta Financial Advisors, L.L.C. is an independent, privately owned registered investment adviser that has been registered with the SEC since 2003. The firm works with both individuals/families and institutional clients and offers financial planning as well as portfolio management for individuals, small businesses and institutions. Its fee model combines percentage-of-AUM billing with hourly charges. Delta reports a preference for equities as its primary asset class and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Investment Grade Corp Bonds15%
- Public Funds/Mutual Funds15%
- State & Local Bonds9%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$103M in ETFs
96%
$98.9M
0%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.7M | 31,034 | 22.94% |
Location
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 111 Veterans Memorial Blvd
- Time zone
- CT (UTC-6)
- Office locations
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