Delta Financial Advisors, Inc
Delta Financial Advisors, Inc is an SEC-registered mass-market adviser in Kensington, MD with $234.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Delta Financial Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121907, SEC 801-120897, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $234.0M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Kensington, MD
- Employees
- 10
- Clients
- 245
- CRD
- 121907
- Ownership
- FISCHETTI, BEVERLY, ANN; FISCHETTI, JOSEPH, ANTHONY; ANGELIS, NICHOLAS, ATHANASIOS
How much AUM does Delta Financial Advisors, Inc have?
Delta Financial Advisors, Inc reported $234.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Delta Financial Advisors, Inc?
Disclosed owners and executives of Delta Financial Advisors, Inc include FISCHETTI, BEVERLY, ANN, FISCHETTI, JOSEPH, ANTHONY, ANGELIS, NICHOLAS, ATHANASIOS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.