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Delta Financial Advisors, Inc.

Headquartered in KENSINGTON, MD

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Firm Information

Delta Financial Advisors, Inc. is an investment advisor registered with the SEC, located in KENSINGTON, MD. The firm provides financial planning and portfolio management for individuals and high net worth individuals. The firm has 3 investment advisor representatives. Delta Financial Advisors, Inc. manages approximately $188.8 million in assets.

Delta Financial Advisors, Inc.

10539 METROPOLITAN AVENUE

KENSINGTON, MD 20895-4015

$188.81M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DELTA FINANCIAL ADVISORS, INC. has a total of 1 branch locations across the country.
location

KENSINGTON, MD

Advisors at Delta Financial Advisors, Inc.

View All 5 Advisors
Unclaimed
Skerdi Kostreci

CFP®, RA

KENSINGTON, MD

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Nicholas Athanasios Angelis

RA

KENSINGTON, MD

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Beverly Ann Fischetti

CFP®, RA

KENSINGTON, MD

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Unclaimed
Joseph Anthony Fischetti

RA

KENSINGTON, MD

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Unclaimed
Jacob Patrick Defilippo

RA

KENSINGTON, MD

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Disclosures

There are no public disclosures for Delta Financial Advisors, Inc..

Frequently Asked Questions (8)

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