DELTA INVESTMENT MANAGEMENT, LLC

SAN FRANCISCO, California·2 registered advisors·CRD# 149596

SEC# 801-11400611(415) 249-6337

01

Firm Overview

AUM

$629M

Regulatory assets under management

Employees

25

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at DELTA INVESTMENT MANAGEMENT, LLC

2 registered advisors

Andrew Dooling Houghton

SAN FRANCISCO, California

Nicholas Granger Atkeson

SAN FRANCISCO, California

05

Office Locations

SAN FRANCISCO, California

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Data sourced from SEC Form ADV filings. DELTA INVESTMENT MANAGEMENT, LLC (CRD# 149596) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.