Delta Accumulation, LLC

Delta Accumulation, LLC (CRD# 286434) is a financial advisory firm headquartered in Sausalito, CA. They manage $100,857,583 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

85 Liberty Ship Way, Suite 111, Sausalito, CA 94965

https://www.deltaaccumulation.com/

By the Numbers

Total Assets Under Management

101

MILLION
Total Number of Accounts

7

ACCOUNTS
Average Account Value

$14,408,226

Compensation Options

A percentage of assets under your management
Performance-based fees

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Delta Accumulation, LLC

Showing 1 - 2 of 2 top financial advisors.

Patrick J. Kenary

CRD#: 2085617

Western Springs, IL

Patrick Kenary (CRD# 2085617) is an Investment Advisor Representative working at Delta Accumulation, LLC in Western Springs, IL and has over 5 years of experience in the finance industry.

Joshua I. Piestrup

CRD#: 6759965

Sausalito, CA

Joshua Piestrup (CRD# 6759965) is an Investment Advisor Representative working at Delta Accumulation, LLC in Sausalito, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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