Delphi Private Advisors

Delphi Private Advisors (CRD# 151135) is a financial advisory firm headquartered in San Diego, CA. They manage $541,500,000 in 538 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $1,006,506
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Delphi Private Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Carl R. Adams
CRD#: 2767339
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
93
Wealthminder
score

Carl Adams (CRD# 2767339) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 7 years of experience in the finance industry.

2
Marc L. Channick
CRD#: 5036857
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
93
Wealthminder
score

Marc Channick (CRD# 5036857) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 11 years of experience in the finance industry.

3
Brett G. Hughes
CRD#: 5560957
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
93
Wealthminder
score

Brett Hughes (CRD# 5560957) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 9 years of experience in the finance industry.

4
Keith F. McKenzie
CRD#: 4986286
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
93
Wealthminder
score

Keith McKenzie (CRD# 4986286) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 12 years of experience in the finance industry.

5
Darren M. Reinig
CRD#: 5092607
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
93
Wealthminder
score

Darren Reinig (CRD# 5092607) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 11 years of experience in the finance industry.

6
Margoth Romero
CRD#: 5849738
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
90
Wealthminder
score

Margoth Romero (CRD# 5849738) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 5 years of experience in the finance industry.

7
Gregory J. Jankowski
CRD#: 6265943
3611 Valley Centre Drive, Suite 125, San Diego, CA 92130
89
Wealthminder
score

Gregory Jankowski (CRD# 6265943) is an Investment Advisor Representative working at Delphi Private Advisors in San Diego, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.