Delta Investment Management, LLC
Delta Investment Management, LLC (CRD# 149596) is a financial advisory firm headquartered in San Francisco, CA. They manage $531,721,525 in 1,978 accounts and serve the financial needs of clients across 22 states (or territories).
-
Total Assets Under Management532MILLION
-
Total Number of Accounts1,978ACCOUNTS
-
Average Account Value$268,818
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
Melissa Kielberg (CRD# 2355282) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
Melissa is not tied to any brokerage-promoted investment and believes every plan she develops is customized and conflict free. She is completely independent and can approach your needs objectively to carry out your wishes.
Today, Melissa uses her personal experiences and expertise to advise a wide range of clients, each with their own goals and situations.
Michael Kress (CRD# 275453) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 44 years of experience in the finance industry.
Steven Mallory (CRD# 7028370) is an Investment Advisor Representative working at Delta Investment Management, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Jacqueline Patterson (CRD# 6410217) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
James Pritchard (CRD# 1063833) is an Investment Advisor Representative working at Delta Investment Management, LLC in Durango, CO and has over 40 years of experience in the finance industry.
Jason Rheinfelder (CRD# 6698134) is an Investment Advisor Representative working at Delta Investment Management, LLC in Prescott, AZ and has over 6 years of experience in the finance industry.
Hardeep Singh (CRD# 5638559) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry. Hardeep Singh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Trewitt (CRD# 1364490) is an Investment Advisor Representative working at Delta Investment Management, LLC in Plano, TX and has over 30 years of experience in the finance industry.
Darren Vilardo (CRD# 1996281) is an Investment Advisor Representative working at Delta Investment Management, LLC in Prescott, AZ and has over 26 years of experience in the finance industry.
Daniel Young (CRD# 4557518) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 20 years of experience in the finance industry. Daniel Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.