Delta Hedge Financial
RIASEC 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
- HNWI62.77%
- Individuals33.63%
- Corporations / Businesses3.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Delta Hedge Financial is a small, privately owned advisory firm organized as an LLC that manages portfolios for both individual/family clients and institutional or business clients. The firm is compensated on a percentage-of-assets-under-management basis and provides portfolio management services for individuals, small businesses, and institutions. It does not identify as an active ESG investor and is not registered or positioned as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1
Michael Virden
Financial AdvisorCRD 6224548
Wealth 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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