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Delta Financial Advisors, L.L.C.

● SEC registered since 2003CRD 122092SEC# 801-61891Metairie, LA
Export (members)
Reg. AUM
$429.7M
Employees
4
Accounts
451
Location
Metairie, LA

Delta Financial Advisors, L.L.C. assets under management

Delta Financial Advisors, L.L.C. is an SEC-registered investment adviser based in Metairie, LA. The firm has been registered since 2003. It reports $429.7 million in regulatory assets under management and employs 4 people.
www.deltafinad.comView on SEC.gov ↗

Delta Financial Advisors, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Ainsley Desilva Bishop ControlMember50-75%2008
Gerard Anthony Plauche ControlManaging Member & Chief Compliance Officer50-75%2002

Frequently asked questions

How much does Delta Financial Advisors, L.L.C. manage?

Delta Financial Advisors, L.L.C. reports $429.7 million in regulatory assets under management on its Form ADV.

How many employees does Delta Financial Advisors, L.L.C. have?

Delta Financial Advisors, L.L.C. reports 4 employees.

Where is Delta Financial Advisors, L.L.C. located?

Delta Financial Advisors, L.L.C. is based in Metairie, LA and has been SEC-registered since 2003.

Does Delta Financial Advisors, L.L.C. disclose fund performance?

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

Contact & registration

Address111 Veterans Memorial Blvd., Suite 1555, Metairie, LA 70005
Phone504 522-9019
Fax504-522-9676
Office hours8:30-4:30 Cst
SEC regionMiami Regional Office (MIRO)
CIK1790295
Discloses disciplinary historyNo

Assets under management

Discretionary$375M
Non-discretionary$54.7M
Total (RAUM)$429.7M