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. operates as an independent, privately owned registered investment adviser formed in 2003 and organized as an LLC. The firm serves both individuals and families as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and business or institutional accounts. Delta charges clients on a percentage-of-assets basis and also offers hourly billing for certain services. The firm does not position itself as a capital allocator and is not marked 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%
Contacts
3 of 3
Ainsley Bishop
PartnerCRD 4055743
Catherine Johnson
Senior Portfolio ManagerCRD 4604873
Gerard Plauche
Managing PartnerCRD 2423209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$102M in ETFs
95%
$96.9M
<1%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.5M | 30,116 | 22.14% |
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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