Delta Accumulation, LLC
Delta Accumulation, LLC (CRD# 286434) is a financial advisory firm headquartered in Sausalito, CA. They manage $100,857,583 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management101MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$14,408,226
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Delta Accumulation, LLC
1
Patrick Kenary (CRD# 2085617) is an Investment Advisor Representative working at Delta Accumulation, LLC in Western Springs, IL and has over 5 years of experience in the finance industry.
2
Joshua Piestrup (CRD# 6759965) is an Investment Advisor Representative working at Delta Accumulation, LLC in Sausalito, CA and has over 7 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.