Anthony Deluca is a CFP-designated registered investment advisor at Delta Advisory Group, INC., based in Maitland, FL, with 6 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 464 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio, up to 2.95% annually. These fees are billed quarterly or semi-annually, in advance. The fees are usually deducted directly from your account, but you may be billed directly at DAG's discretion.
Location
696 N Maitland Avenue, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works as an investment advisor and in operations for Delta Capital Management, LLC since 2019, dedicating a few hours per week. He also works full-time as an investment advisor and in operations for Delta Advisory Group, Inc. since 2022.
Employment History
Current Registrations
Delta Advisory Group, INC.
Delta Capital Management, LLC
Previous Registrations
Delta Securities Company, LLCBroker
State Registrations1 state
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