DELTA INVESTMENT MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 149596). Regulatory assets under management: $856.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Nicholas Granger Atkeson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Andrew Dooling Houghton | MANAGING MEMBER | — |
| ATKESON NICHOLAS GRANGER | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| HOUGHTON ANDREW DOOLING | MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| GREENVILLE | SC | 4 | (864) 350-2768 |
| SCOTTSDALE | AZ | 2 | (480) 448-6270 |
| — | — | 1 | (208) 484-4535 |
| HENDERSONVILLE | NC | 1 | (864) 350-2768 |
| — | — | 1 | (928) 237-3418 |
| PLANO | TX | 1 | (972) 312-1337 |
| — | — | 1 | (925) 968-9846 |
| — | — | 1 | (970) 946-2402 |
| — | — | 1 | (858) 205-3498 |
| — | — | 1 | (704) 236-1207 |