Delta Hedge Financial
RIAState Registered
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$232K
Accounts
47
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300035
- Website
- deltahedgefinancial.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.63%
- Individuals32.68%
- Corporations / Businesses3.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Delta Hedge Financial is an independent, privately owned registered investment adviser organized as an LLC. The firm provides discretionary portfolio management to both individual and family clients as well as business or institutional accounts, charging fees tied to assets under management. Its advisory scope centers on portfolio management for individuals/small businesses and for businesses or institutions. Delta Hedge Financial does not identify as an ESG-focused manager, and it is not structured as a capital allocator or a pension consultant.
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 Equities83%
- Cash & Cash Equivalents11%
- Derivatives6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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