Investment adviser · CRD 111852

THE DELTA GROUP

Investment adviser filing (IA)

DELTA ADVISORS INC

LOS ALTOS, CA, United States · Form ADV filed Jul 13, 2012

Regulatory AUM
$39.3M
Form ADV · Item 5.F
Client accounts
56
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

5050 EL CAMINO REAL, STE. 100
LOS ALTOS, CA, 94022, United States

CRD 111852

Filing source

Form ADV 659627 · Jul 13, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.