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THE DELTA GROUP
DELTA ADVISORS
CRD 111852 · SEC 801-21129
651-C BROADWAY ST., SONOMA, CA, 95476, United States
Phone
415-640-6770
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.2M
Discretionary AUM
$49.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $8.8M |
| High net worth individuals | 12 | $40.4M |
All web addresses on file
Official SEC filing: View on IAPD