Delta Financial Advisors

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

701 Poydras St Ste 350, New Orleans, Lou...

Phone Number

(504) 522-9019

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
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2

About Delta Financial Advisors

Delta Financial Advisors is a registered investment counseling firm based in New Orleans, LA, dedicated to providing personalized financial and investment advice to help clients manage their wealth. The firm prioritizes integrity and performance, ensuring that their interests are aligned with those of their clients by basing fees on managed assets rather than commissions. With a focus on education, experience, and judgment, Delta Financial Advisors aims to deliver tailored solutions for unique financial situations. They seek to assist individuals who may feel uneasy or disappointed with their current investment strategies.Explore more
Delta Financial Advisors's Social MediaPopular SearchesDelta Financial Advisors LLCDelta Financial AdvisorsDelta Securities IncDelta Advisors LLCDelta Investment AdvisersSIC Code 62,628NAICS Code 52,523Show more

Delta Financial Advisors Org Chart

PhoneEmail
JE
United States flag for contact location.

Manager, Operations

PhoneEmail
AV
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Delta Financial Advisors

$6.3M
11-50
Private
<$5M
2002
JE
John EgnatchikManager, Operations
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
LR
Linda ReznyExecutive Vice President & Director, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Delta Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Delta Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Delta Financial Advisors.

Delta Financial Advisors financials insights

Gather financial insights about Delta Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$108K

See All Delta Financial Advisors's Financials Insights

Delta Financial Advisors Tech Stack

A closer look at the technologies used by Delta Financial Advisors

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Frequently Asked Questions Regarding Delta Financial Advisors

What is Delta Financial Advisors's official website?
Delta Financial Advisors's official website is www.deltafinad.com
What is Delta Financial Advisors's Revenue?
Delta Financial Advisors's revenue is $6.3 Million
What is Delta Financial Advisors's SIC code?
Delta Financial Advisors's SIC: 62,628
What is Delta Financial Advisors's NAICS code?
Delta Financial Advisors's NAICS: 52,523
How many employees does Delta Financial Advisors have?
Delta Financial Advisors has 11-50 employees
What industry does Delta Financial Advisors belong to?
Delta Financial Advisors is in the industry of: Finance, Securities Trading
What is Delta Financial Advisors competition?
Delta Financial Advisors top competitors include: Pillar Wealth Management, Rezny Wealth Management, Stockade Wealth Management, Wealth Advisory Services
What technology does Delta Financial Advisors use?
Some of the popular technologies that Delta Financial Advisors uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Delta Financial Advisors?
Delta Financial Advisors contact info: Phone number: (504) 522-9019 Website: www.deltafinad.com
What does Delta Financial Advisors do?

Delta Financial Advisors is a registered investment counseling firm based in New Orleans, LA, dedicated to providing personalized financial and investment advice to help clients manage their wealth. The firm prioritizes integrity and performance, ensuring that their interests are aligned with those of their clients by basing fees on managed assets... rather than commissions. With a focus on education, experience, and judgment, Delta Financial Advisors aims to deliver tailored solutions for unique financial situations. They seek to assist individuals who may feel uneasy or disappointed with their current investment strategies.Read More

What are Delta Financial Advisors social media links?
Delta Financial Advisors Linkedin page
Is Delta Financial Advisors a public company?
Delta Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Delta Financial Advisors

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