Delta Associayes, Inc. Dba D.R.G.Investment Management is a large advisory firm based in Longboat Key. It manages $33.73 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Illinois.
Delta Associayes, Inc. Dba D.R.G.Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Delta Associayes, Inc. Dba D.R.G.Investment Management is $33.73 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Delta Associayes, Inc. Dba D.R.G.Investment Management for their services and products based on a percentage of assets under management. 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.
The principal office where Delta Associayes, Inc. Dba D.R.G.Investment Management performs its advisory services is located at 3440 Gulf Of Mexico Drive, Longboat Key, FL 34228, 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 847-382-0808 or by fax 847 381 5401. The normal business hours are 8am to 4pm on Monday - Friday.