The Delta Group

The Delta Group (CRD# 111852) is a financial advisory firm headquartered in Napa, CA. They manage $40,100,000 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $1,382,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, RI

Financial Advisors at The Delta Group
Showing 1 - 2 of 2 top financial advisors.
1
Eric D. Dahl
CRD#: 735877
2265 Sea Hero Ct., Napa, CA 94559

Eric Dahl (CRD# 735877) is an Investment Advisor Representative working at The Delta Group in Napa, CA and has over 40 years of experience in the finance industry.

2
Patricia J. Williams
CRD#: 1006661
2265 Sea Hero Ct., Napa, CA 94559

Patricia Williams (CRD# 1006661) is an Investment Advisor Representative working at The Delta Group in Napa, CA and has over 40 years of experience in the finance industry.

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