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DELTA ASSET MANAGEMENT, LLC
CRD 113688 · SEC 801-60492
700 COLONIAL RD, SUITE 220, MEMPHIS, TN, 38117, United States
Phone
901-767-4791
Fax
901-767-1224
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.53B
Discretionary AUM
$1.53B
Team
10 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 303 | $120.0M |
| High net worth individuals | 240 | $1.30B |
| Pension/profit sharing plans | 4 | $38.2M |
| Charitable organizations | 4 | $43.9M |
| State/municipal entities | 2 | $12.7M |
| Corporations/business entities | 3 | $8.8M |
States served
AL, AZ, AR, CA, CO, GA, KS, LA, MS, NJ, NY, NC, SC, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD