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Delta Investment Management, LLC

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Sept. 22, 2019
    • $134.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 364
      Accounts
    • $368.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

21

name start date
Mark A. Trewitt, CLU, ChFC, AEP, CFP®
June 2019
Nicholas Granger Atkeson
April 2009
Steven Michael Mallory
September 2019
Edwin Anthony Barretto
March 2019
Patrick Morehead
November 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Andrew Dooling Houghton Managing Member December, 2008 50% to 75%
    Nicholas Granger Atkeson Managing Member/Chief Compliance Officer December, 2008 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets