$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Matrix ridge
- Established Date
- 12-21-2018
- Office Locations
- 1
Office Locations
-- Port St. JOE FL
About Delta Hedge Financial
Delta Hedge Financial is a Port St. JOE-based RIA. The firm has been operating for 7 years. Managing $10.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$363.9K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Pathway
Investment Vehicles
Frontier ember
Services
Atlas insight Ridge ridge
Technology
Legacy glacier
Owner & Executives
M
MICHAEL Lowber VIRDEN Jr.
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6224548
- Ownership
- 75% or more
(653) 232-2961
unison.capital@pathwaycapital.com
in linkedin.com/in/glacier-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,916,585 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,916,585 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,916,585
Equity - Exchange:
26.8% Cash:
32.8% Derivatives:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,520,729,874 | 26.8% |
| Cash | $1,861,191,787 | 32.8% |
| Derivatives | $2,292,443,542 | 40.4% |
| Total | $5,674,365,203 | 100.0% |