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DELTA FINANCIAL ADVISORS, L.L.C.
CRD 122092 · SEC 801-61891
111 VETERANS MEMORIAL BLVD., SUITE 1555, METAIRIE, LA, 70005, United States
Phone
504 522-9019
Fax
504-522-9676
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$592.3M
Discretionary AUM
$531.2M
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $46.5M |
| High net worth individuals | 98 | $466.6M |
| Charitable organizations | 1 | $5.3M |
| Corporations/business entities | 5 | $73.9M |
States served
AL, LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD