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Delta Financial Advisors, Inc

● SEC registered since 2021CRD 121907SEC# 801-120897Kensington, MD
Export (members)
Reg. AUM
$208.5M
Employees
8
Accounts
533
Location
Kensington, MD

Delta Financial Advisors, Inc assets under management

Delta Financial Advisors, Inc is a registered investment adviser overseen by the SEC based in Kensington, MD. The firm has been registered since 2021. It reports $208.5 million in regulatory assets under management and employs 8 people.
x.com/dfaoneView on SEC.gov ↗

Delta Financial Advisors, Inc owners & executives

2 reported
NameTitleOwnershipSince
Joseph Anthony Fischetti ControlPresidentOver 75%2019
Nicholas Athanasios Angelis ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Delta Financial Advisors, Inc manage?

Delta Financial Advisors, Inc reports $208.5 million in regulatory assets under management on its Form ADV.

How many employees does Delta Financial Advisors, Inc have?

Delta Financial Advisors, Inc reports 8 employees.

Where is Delta Financial Advisors, Inc located?

Delta Financial Advisors, Inc is based in Kensington, MD and has been SEC-registered since 2021.

Does Delta Financial Advisors, Inc disclose fund performance?

Delta Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10539 Metropolitan Avenue, Kensington, MD 20895-4015
Phone301-962-0480
Fax301-962-0481
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$185.6M
Non-discretionary$22.9M
Total (RAUM)$208.5M