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).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts29ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, RI
Financial Advisors at The Delta Group
1
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 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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