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Delta Financial Advisory

Delta Financial Advisory. CRD 330238

Delta Financial Advisory logo

CRD: 330238

Delta Financial Advisory

Meridian, ID
2082099479
deltafinancialadvisory.com
$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Glacier vector
Established Date
05-24-2024
Office Locations
1

Office Locations

-- Meridian ID

About Delta Financial Advisory

Delta Financial Advisory LLC is a Meridian, Idaho registered investment adviser offering wealth management and business consulting. The firm supports individuals and entrepreneurs with financial and estate planning, insurance guidance, and portfolio construction. Investment approach centers on asset allocation and risk management, with portfolios commonly using ETFs, mutual funds, and fixed income. Founder-led by advisor/president Justin A. Boyd; Schwab custodied.

Team overview

-- AVG AGE
$3.7M AVG AUM / ADVISOR
$921.3K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Catalyst insight Glacier Optima signal

Client Personas

Ridge meridian

Custodian

North timber Legacy Element

Investment Themes

Delta north Timber

Investment Vehicles

Optima Fusion

Services

Radial Horizon Vertex unison Signal

Technology

Foundation

Owner & Executives

J

JUSTIN A BOYD

Advisor, President

CRD
#4982367
Ownership
75% or more
(234) 935-8358
vital.vital@ridgecapital.com
in linkedin.com/in/prime-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,685,363 --
Non-Discretionary $0 --
Total $3,685,363 --

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Separately Managed Accounts

Total SMA Asset: $3,685,363

$3.7M Total SMA
U.S. Government/Agency:
28.5%
Equity - Exchange:
31.8%
Cash:
20.7%
Equity - OTC:
19.0%
Asset class Assets Assets %
U.S. Government/Agency $1,158,225,164 28.5%
Equity - Exchange $1,292,335,446 31.8%
Cash $841,237,224 20.7%
Equity - OTC $772,150,110 19.0%
Total $4,063,947,944 100.0%

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