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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-1997
- Office Locations
- 1
Office Locations
About THE Delta Group
The Delta Group is a Sonoma, CA advisory firm providing goal-based financial planning and portfolio guidance, helping clients organize investments, real estate holdings, retirement accounts, and other assets. The team draws on 30+ years of market experience and serves individuals including business owners and entrepreneurs. Investment exposure emphasizes ETFs alongside fixed-income allocations such as U.S. government/agency and municipal bonds.
Team overview
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Asset Classes
Client Personas
Investment Vehicles
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Owner & Executives
ERIC DREW DAHL
DIRECTOR, PRINCIPAL
- CRD
- #735877
- Ownership
- 50% but less than 75%
PATRICIA JEAN WILLIAMS
Chief Compliance Officer, DIRECTOR, PRINCIPAL
- CRD
- #1006661
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,200,000 | $857,941 |
| Non-Discretionary | $0 | $422,217 |
| Total | $49,200,000 | $702,325 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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