Delta Investment Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

149596

SEC number

801-114006

Firm type

RIA

Assets under management

$856.7M as of Apr 17, 2026

Website

twitter.com/URAGroupAZ ↗

Phone

(415) 249-6337

Address

708 Montgomery Street, San Francisco, CA, 94111

Advisors at this firm

26 in our index · page 1 of 1

• Timothy Patrick AndersonCRD 1605230 · San Francisco, CA
  IA RegisteredRegistration inactive
• Howard Bernard AschwaldCRD 1080548 · San Francisco, CA
  IA Registered
• Nicholas Granger AtkesonCRD 2883445 · San Francisco, CA
  IA Registered
• Christopher Timothy AtkesonCRD 8217091 · San Francisco, CA
  IA Registered
• Edwin Anthony BarrettoCRD 1708772 · San Francisco, CA
  IA RegisteredRegistration inactive
• Dow Spencer BartonCRD 1211944 · Greenville, SC
  IA RegisteredRegistration inactive
• Matthew BurkeCRD 7967200 · Greenville, SC
  IA RegisteredRegistration inactive
• George Arthur FossingCRD 5902032 · Greenville, SC
  IA Registered
• Winston Bromley GaffronCRD 7273855 · San Francisco, CA
  IA Registered
• Kyler Willis HassonCRD 5968309 · San Francisco, CA
  IA Registered
• Andrew Dooling HoughtonCRD 2825725 · San Francisco, CA
  IA Registered
• Zachary Thomas JenkinsCRD 6221420 · Greenville, SC
  IA RegisteredRegistration inactive
• Kevin Dean KellerCRD 1704074 · Catawba, SC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Clarence KieberCRD 6379711 · Scottsdale, AZ
  IA Registered
• Melissa Patrice KielbergCRD 2355282 · San Ramon, CA
  IA Registered
• Michael Paul KressCRD 275453 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Peyton S MalloryCRD 8253673 · Scottsdale, AZ
  IA Registered
• Steven Michael MalloryCRD 7028370 · Scottsdale, AZ
  IA Registered
• Drew A MarchitelloCRD 2056506 · West Sacramento, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kellie Lee MillerCRD 7378603 · Boise, ID
  IA Registered
• James Patrick PritchardCRD 1063833 · Durango, CO
  IA Registered
• Jason Christopher RheinfelderCRD 6698134 · Prescott, AZ
  IA Registered
• Travis Blue SmithCRD 5221821 · Greenville, SC
  IA Registered
• Mark Andrew TrewittCRD 1364490 · Plano, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Xuan WangCRD 7452052 · San Francisco, CA
  IA Registered
• Daniel Craig YoungCRD 4557518 · San Francisco, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.