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- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Alpha peakRidge +more
- Established Date
- 11-30-2004
- Office Locations
- 1
Office Locations
About Delta Financial Advisors, INC
Delta Financial Advisors, Inc. (Kensington, MD; serving clients nationwide and internationally since 1992) provides in-person and virtual financial planning and wealth management for individuals and families. The team builds tax-efficient strategies to grow, protect, and transfer wealth, including retirement planning and insurance guidance, with portfolios often implemented via ETFs and mutual funds.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH ANTHONY FISCHETTI
Financial Advisor, General Partner, President
- CRD
- #2748841
- Ownership
- 75% or more
NICHOLAS ATHANASIOS ANGELIS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4123544
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JACOB PATRICK DEFILIPPO
Financial Advisor, General Partner
- CRD
- #5712967
BEVERLY ANN FISCHETTI
Principal Advisor
- CRD
- #1066558
Capital glacier
Beacon atlas
- CRD
- #47232
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,777,316 | $387,690 |
| Non-Discretionary | $181,387 | $181,387 |
| Total | $233,958,703 | $387,349 |
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Separately Managed Accounts
Total SMA Asset: $233,958,703
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $909,409,781 | 27.8% |
| Equity - Exchange | $1,697,783,008 | 51.9% |
| Cash | $664,065,416 | 20.3% |
| Total | $3,271,258,205 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER NORTH | MOMENTUM HARBOR | 8CZ2FGD6I | GLSC | 9.61% | $107,594,521 |
| OAK HORIZON BRIDGE | GLACIER FOCUS | JLUYNWA58 | ICK | 10.25% | $113,893,055 |
| UNISON QUANTUM LEGACY | GLACIER LEGACY | Q5EE5CBJ1 | WJQXR | 6.78% | $117,013,318 |
| EAGLE VERTEX | CREST MATRIX | 8V2P7JGHZ | SOV | 1.94% | $29,963,881 |
| BRIDGE NORTH PEAK | PRIME BEACON | 016MFO3ZS | YFG | 3.43% | $85,528,064 |
| DELTA HARBOR BRIDGE | ATLAS PATHWAY | U8JNNAAZ0 | CVRI | 4.14% | $72,617,686 |
| MOMENTUM INSIGHT TIMBER | RADIAL PATHWAY | W7YWMF3LW | MBX | 10.13% | $99,836,371 |
| ZENITH LEGACY PEAK | OPTIMA RADIAL | 0LGEFYA6C | ZOZ | 9.47% | $39,124,087 |