Delta Investment Management, LLC
Delta Investment Management, LLC (CRD# 149596) is a financial advisory firm headquartered in San Francisco, CA. They manage $628,859,627 in 2,127 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management629MILLION
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Total Number of Accounts2,127ACCOUNTS
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Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, 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.
James Pritchard (CRD# 1063833) is an Investment Advisor Representative working at Delta Investment Management, LLC in Durango, CO and has over 41 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 7 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 15 years of experience in the finance industry.
Mark Trewitt (CRD# 1364490) is an Investment Advisor Representative working at Delta Investment Management, LLC in Plano, TX and has over 31 years of experience in the finance industry.
Darren Vilardo (CRD# 1996281) is an Investment Advisor Representative working at Delta Investment Management, LLC in Lowell, AR 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 21 years of experience in the finance industry.
Winston Gaffron (CRD# 7273855) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.