DELTA FINANCIAL GROUP, INC.
CRD #107399 SEC #801-38772 BASKING RIDGE, NJ 908-542-9400
SEC Registered
Total AUM
--
Discretionary
--
Employees
10
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.2B | $1.1B | $72.4M | 10 | 67 |
| Mar 2023 | $996.3M | $934.4M | $62M | 10 | 120 |
| Mar 2023 | $996.3M | $934.4M | $62M | 10 | 120 |
| Mar 2022 | $1.1B | $1B | $60.9M | 10 | 766 |
| Nov 2021 | $911.5M | $855M | $56.5M | 9 | 52 |
| Mar 2021 | $911.5M | $855M | $56.5M | 9 | 52 |
| Jun 2020 | $751.2M | $680.2M | $71M | 9 | 52 |
| Mar 2020 | $751.2M | $680.2M | $71M | 9 | 52 |
| Nov 2019 | $618.7M | $556.7M | $62M | 9 | 50 |
| Mar 2019 | $618.7M | $556.7M | $62M | 9 | 50 |
| Mar 2018 | $614.3M | $554.1M | $60.2M | 9 | 50 |
| Dec 2017 | $467M | $425.5M | $41.5M | 8 | 500 |
| Aug 2017 | $467M | $425.5M | $41.5M | 8 | 500 |
| Mar 2017 | $467M | $425.5M | $41.5M | 8 | 500 |
| Dec 2016 | $424.7M | $384.9M | $39.8M | 7 | 400 |
| Nov 2016 | $424.7M | $384.9M | $39.8M | 7 | 400 |
| Mar 2016 | $424.7M | $384.9M | $39.8M | 7 | 400 |
| Mar 2015 | $407.5M | $366.5M | $40.9M | 7 | 400 |
| Mar 2014 | $349.1M | $319.2M | $29.9M | 7 | 450 |
| Aug 2013 | $277M | $232.6M | $44.4M | 6 | 420 |
| Mar 2013 | $277M | $232.6M | $44.4M | 6 | 420 |
| Mar 2012 | $221.3M | $185M | $36.4M | 1 | 390 |
| Mar 2011 | $179.2M | $158.5M | $20.7M | 5 | -- |
| Apr 2010 | $156.9M | $137.9M | $19.1M | 5 | -- |
| Mar 2008 | $142.5M | $118.1M | $24.4M | 5 | -- |
| Mar 2007 | $132.3M | $111.6M | $20.7M | 5 | -- |
| Mar 2006 | $115.1M | $96.1M | $19M | 5 | -- |
| Dec 2004 | $85.3M | $73.2M | $12.1M | 5 | -- |
| Mar 2004 | $85.3M | $73.2M | $12.1M | 5 | -- |
| Apr 2002 | $74M | $65M | $9M | 5 | -- |
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72.4M
Employees10
Clients67
DateMar 2023
Total AUM$996.3M
Discretionary$934.4M
Non-Disc.$62M
Employees10
Clients120
DateMar 2023
Total AUM$996.3M
Discretionary$934.4M
Non-Disc.$62M
Employees10
Clients120
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$60.9M
Employees10
Clients766
DateNov 2021
Total AUM$911.5M
Discretionary$855M
Non-Disc.$56.5M
Employees9
Clients52
DateMar 2021
Total AUM$911.5M
Discretionary$855M
Non-Disc.$56.5M
Employees9
Clients52
DateJun 2020
Total AUM$751.2M
Discretionary$680.2M
Non-Disc.$71M
Employees9
Clients52
DateMar 2020
Total AUM$751.2M
Discretionary$680.2M
Non-Disc.$71M
Employees9
Clients52
DateNov 2019
Total AUM$618.7M
Discretionary$556.7M
Non-Disc.$62M
Employees9
Clients50
DateMar 2019
Total AUM$618.7M
Discretionary$556.7M
Non-Disc.$62M
Employees9
Clients50
DateMar 2018
Total AUM$614.3M
Discretionary$554.1M
Non-Disc.$60.2M
Employees9
Clients50
DateDec 2017
Total AUM$467M
Discretionary$425.5M
Non-Disc.$41.5M
Employees8
Clients500
DateAug 2017
Total AUM$467M
Discretionary$425.5M
Non-Disc.$41.5M
Employees8
Clients500
DateMar 2017
Total AUM$467M
Discretionary$425.5M
Non-Disc.$41.5M
Employees8
Clients500
DateDec 2016
Total AUM$424.7M
Discretionary$384.9M
Non-Disc.$39.8M
Employees7
Clients400
DateNov 2016
Total AUM$424.7M
Discretionary$384.9M
Non-Disc.$39.8M
Employees7
Clients400
DateMar 2016
Total AUM$424.7M
Discretionary$384.9M
Non-Disc.$39.8M
Employees7
Clients400
DateMar 2015
Total AUM$407.5M
Discretionary$366.5M
Non-Disc.$40.9M
Employees7
Clients400
DateMar 2014
Total AUM$349.1M
Discretionary$319.2M
Non-Disc.$29.9M
Employees7
Clients450
DateAug 2013
Total AUM$277M
Discretionary$232.6M
Non-Disc.$44.4M
Employees6
Clients420
DateMar 2013
Total AUM$277M
Discretionary$232.6M
Non-Disc.$44.4M
Employees6
Clients420
DateMar 2012
Total AUM$221.3M
Discretionary$185M
Non-Disc.$36.4M
Employees1
Clients390
DateMar 2011
Total AUM$179.2M
Discretionary$158.5M
Non-Disc.$20.7M
Employees5
Clients--
DateApr 2010
Total AUM$156.9M
Discretionary$137.9M
Non-Disc.$19.1M
Employees5
Clients--
DateMar 2008
Total AUM$142.5M
Discretionary$118.1M
Non-Disc.$24.4M
Employees5
Clients--
DateMar 2007
Total AUM$132.3M
Discretionary$111.6M
Non-Disc.$20.7M
Employees5
Clients--
DateMar 2006
Total AUM$115.1M
Discretionary$96.1M
Non-Disc.$19M
Employees5
Clients--
DateDec 2004
Total AUM$85.3M
Discretionary$73.2M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2004
Total AUM$85.3M
Discretionary$73.2M
Non-Disc.$12.1M
Employees5
Clients--
DateApr 2002
Total AUM$74M
Discretionary$65M
Non-Disc.$9M
Employees5
Clients--