Delta Associates Inc.
Delta Associates Inc. (CRD# 106232) is a financial advisory firm headquartered in Longboat Key, FL. They manage $27,501,475 in 19 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$1,447,446
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
David Geis (CRD# 4340760) is an Investment Advisor Representative working at Delta Associates Inc. in Longboat Key, FL and has 1 year of experience in the finance industry.