TrueAdvisor
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Nicholas Granger Atkeson

Delta Investment Management, LLC
19 Years of Experience
View SEC Summary
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.

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Employment History
Current Registrations
Delta Investment Management, LLC
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
US Capital Wealth Management, LLC
September 2016 - September 2018 · 2 yrs
Delta Force Capital, LLC
May 2006 - May 2009 · 3 yrs
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.