DELTA ADVISORS INC

THE DELTA GROUP
LOS ALTOS, California·3 registered advisors·CRD# 111852
SEC# 801-21129650-988-0490
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DELTA ADVISORS INC

3 registered advisors
Eric Drew Dahl
LOS ALTOS, California
John Kenneth Durden
LOS ALTOS, California
Patricia Jean Williams
LOS ALTOS, California
05

Office Locations

LOS ALTOS, California
3 advisors

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Data sourced from SEC Form ADV filings. DELTA ADVISORS INC (CRD# 111852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.