Delta Financial Advisors, Inc
● SEC registered since 2021CRD 121907SEC# 801-120897Kensington, MD
Reg. AUM
$234M
Employees
10
Accounts
604
Location
Kensington, MD
Delta Financial Advisors, Inc assets under management
Delta Financial Advisors, Inc is a registered investment adviser overseen by the SEC based in Kensington, MD. The firm has been registered since 2021. It reports $234 million in regulatory assets under management and employs 10 people.
Delta Financial Advisors, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Anthony Fischetti Control | President | Over 75% | 2019 |
| Nicholas Athanasios Angelis Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Delta Financial Advisors, Inc manage?
Delta Financial Advisors, Inc reports $234 million in regulatory assets under management on its Form ADV.
How many employees does Delta Financial Advisors, Inc have?
Delta Financial Advisors, Inc reports 10 employees.
Where is Delta Financial Advisors, Inc located?
Delta Financial Advisors, Inc is based in Kensington, MD and has been SEC-registered since 2021.
Does Delta Financial Advisors, Inc disclose fund performance?
Delta Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10539 Metropolitan Avenue, Kensington, MD 20895-4015 |
| Phone | 301-962-0480 |
| Fax | 301-962-0481 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$234Mregulatory AUM
Discretionary $233.8MNon-discretionary $181K