Daniel Craig Young

CFP

Delta Investment Management, LLC

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Delta Investment Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

1,212 clients

Average Client Portfolio

$636K average

Assets Under Management

$770.8M

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

Location

708 Montgomery Street, San Francisco, CA, 94111

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Delta Investment Management, LLC

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Lido Advisors

January 2021 - December 2022 · 1 yr 11 mos

Quantum Capital Management

December 2013 - December 2020 · 7 yrs

Wentworth, Hauser and Violich, INC.

August 2002 - January 2012 · 9 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.