Delta Financial, Inc.
Firm details
- Headquarters
- Escanaba, Michigan
- CRD number
- 339663
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Delta Financial, Inc. is organized as a corporation under individual ownership and charges clients on a percentage-of-assets-under-management basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Escanaba, MI
Delta
Location
Escanaba, MI
Headquartered in Escanaba, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Delta
- Address
- 1615 Ludington St
- Time zone
- ET (UTC-5)
- Office locations
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