Delta Hedge Financial
RIAState Registered
Total AUM
$11.1M
Discretionary
$11.1M
100% of AUM
Avg account
$253K
Accounts
44
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300035
- Website
- deltahedgefinancial.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.63%
- Individuals32.68%
- Corporations / Businesses3.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Delta Hedge Financial is a small, independent LLC advisory firm that provides fee-based portfolio management to both individual/family clients and business or institutional accounts. The firm is owner-operated and centers its business on discretionary portfolio management for individuals, small businesses, and institutional entities. Delta Hedge reports using a percentage-of-assets fee model and does not represent itself as an active ESG investor or a dedicated capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents11%
- Derivatives6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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