What is Delta Financial Group, Inc.'s NAICS code?

Delta Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Opportunity Delta Financial Group, Inc. has been acquired by CW Advisors, LLC for 1.3B as of March 25, 2025, indicating a significant strategic shift and potential integration or cross-sell opportunities with CW Advisors’ broader platform and client base.

AUM Growth Post-acquisition AUM would likely rise or be restructured under CW Advisors’ management, presenting a chance to engage newly combined clients with expanded product suites, fiduciary services, and institutional-grade advisory capabilities.

Fiduciary Advantage Delta emphasizes fee-only fiduciary advice with no commissions, aligning with clients seeking transparent, conflict-free investment guidance—a compelling differentiator for marketing higher-value advisory services to similar affluent segments.

Tech Enablement Current tech stack includes Hotjar, suggesting room to upsell advanced digital analytics, client experience platforms, or advisory technology solutions to improve client retention and onboarding for an expanded enterprise.

Mid-Market Fit Small firm profile (2-10 employees) within the financial services space and revenue under 10M positions Delta as a scalable target for services like platform integration, compliance support, marketing automation, and phased service packages for growing RIAs.

Delta Financial Group, Inc. Email Formats	Example	Percentage
First@deltafinancialgroup.com	John@deltafinancialgroup.com	100%

Delta Financial Group, Inc. Email Formats

Example

Percentage

First@deltafinancialgroup.com

John@deltafinancialgroup.com

100%

Frequently Asked Questions

What is Delta Financial Group, Inc.'s phone number?

You can contact Delta Financial Group, Inc.'s main corporate office by phone at

+1-908-542-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Delta Financial Group, Inc.'s official website and social media links?

Delta Financial Group, Inc.'s official website is deltafinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Delta Financial Group, Inc. generate?

As of July 2026, Delta Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Delta Financial Group, Inc.'s SIC code NAICS code?

Delta Financial Group, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Delta Financial Group, Inc. have currently?

As of July 2026, Delta Financial Group, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Associate Financial Advisor: T. B.. Explore Delta Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Delta Financial Group, Inc. belong to?

Delta Financial Group, Inc. operates in the Financial Services industry.

What technology does Delta Financial Group, Inc. use?

Delta Financial Group, Inc.'s tech stack includes Hotjar.

What is Delta Financial Group, Inc.'s email format?

Delta Financial Group, Inc.'s email format typically follows the pattern of First@deltafinancialgroup.com. Find more Delta Financial Group, Inc. email formats with LeadIQ.

When was Delta Financial Group, Inc. founded?

Delta Financial Group, Inc. was founded in 1991.

Delta Financial Group, Inc.

Q: How many employees does Delta Financial Group, Inc. have currently?

Delta Financial Group, Inc. has approximately 2 employees.

Financial ServicesNew Jersey, United States2-10 Employees

Delta Financial Group, Inc. is a Registered Investment Advisor offering independent investment guidance within the financial services sector. Based in Basking Ridge, New Jersey, the firm operates on a fee-only, fiduciary basis, aiming to place clients’ interests at the center of its advice and support their long-term financial objectives. Its approach begins with an individualized investment policy for each client, tailored to goals, time horizon, and risk tolerance, and it manages portfolios with consideration of income and tax implications. The firm emphasizes long-term investing and designs all-weather portfolios intended to endure market changes while pursuing steady performance. As certified financial planners (CFP), Delta develops strategies for retirement, tax and estate planning, college funding, and risk management. Compensation is fee-based, derived from a percentage of assets under management, and the firm does not earn commissions on trades, aligning with its fiduciary standard and the obligation to disclose potential conflicts of interest.

Insights

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Bureau of National Affairs (BNA)