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DELTA ADVISORY GROUP, INC.
CRD 105966 · SEC 801-126783
698 N MAITLAND AVENUE, STE 201, MAITLAND, FL, 32751, United States
Phone
407-331-9213
Fax
407-331-0307
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.3M
Discretionary AUM
$216.3M
Team
8 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $80.8M |
| High net worth individuals | 55 | $134.7M |
States served
CA, GA, LA, MD, NC, OH, PA, SC, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD