RIA Intel›Advisers›New Jersey›DELTA FINANCIAL GROUP, INC.

DELTA FINANCIAL GROUP, INC.

Advisory

N·BASKING RIDGE, NJ

Data as of Mar 11, 2024 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

+20.2%

3-Year CAGR

+9.7%

Employees

4

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %94%

Total Clients—

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingApr 4, 2001

Latest FilingMar 11, 2024

🔒 Full AUM trend chart and 35 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DELTA FINANCIAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.