Delta Ventures Financial Counsel Inc (Mesa)

Name: Delta Ventures Financial Counsel Inc
Address: 2855 East Brown Road, Mesa, AZ, 85213
Telephone: 480-924-5613

Delta Ventures Financial Counsel Inc is a large advisory firm based in Mesa. It manages $90.69 million of regulatory assets for 458 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.

Delta Ventures Financial Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Delta Ventures Financial Counsel: assets under management

The assets under management (AUM) of Delta Ventures Financial Counsel Inc is $90.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 146% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Delta Ventures Financial Counsel Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Delta Ventures Financial Counsel Inc

Charles Tway Autrey has been acting as President since 1 Apr 1995. Cornelius Henry Van Zutphen joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Tway Autrey	President	1 Apr 1995	50% - 75%	1161290
Cornelius Henry Vanzutphen	Vice president	1 May 1999	50% - 75%	1261512
Cornelius Henry Van Zutphen	Vice president	1 May 1999	50% - 75%	1261512
Charles Tway Autrey	Vice president / chief compliance officer	1 Jan 2010	50% - 75%	1161290
Cornelius Henry Van Zutphen	President	1 Jan 2010	50% - 75%	1261512
Charles Tway Autrey	Senior portfolio manager	1 Dec 2010	Other	1161290
Cornelius Henry Van Zutphen	President	1 Dec 2010	75% - 100%	1261512
Cornelius H. Van Zutphen	Chief compliance officer	1 Dec 2010	Other	5264496
Charles Tway Autrey	Senior portfolio manager	1 Jan 2011	Other	1161290

Based in Mesa

The principal office where Delta Ventures Financial Counsel Inc performs its advisory services is located at 2855 East Brown Road, Mesa, AZ 85213, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-924-5613 or by fax 480-924-8062. The normal business hours are 9-5 m-th 9-3 fri on Monday - Friday. You can find more information about the New York firm at www.deltaventuresonline.com.