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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,447,446
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, IL

Financial Advisors at Delta Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David R. Geis
CRD#: 4340760
Longboat Key, FL
87
Wealthminder
score

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.

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