DELTA FINANCIAL ADVISORS LLC

HTTPS://WWW.DELTAFINAD.COM/ NEW ORLEANS, LA How do I update this listing?

Delta Financial Advisors is based out of New Orleans. Delta Financial Advisors is a large advisory firm with 257 clients and discretionary assets under management (AUM) of $362,730,402 (Form ADV from 2019-03-25). Their last reported 13F filing for Q2 2019 included $242,193,000 in managed 13F securities and a top 10 holdings concentration of 28.36%. Delta Financial Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 52,313. Whalewisdom has at least 1 13F filings

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06/30/2019

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06/30/2019

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DELTA FINANCIAL ADVISORS
701 POYDRAS STREET SUITE 350
NEW ORLEANS LA    70139
Country: United States

Business Phone: 504 522-9019
Fax: 504-522-9676
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: LA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 257
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

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