Delta Financial Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

860

Total plan assets

$376.4M

Filings (rows)

Direct comp

$65K

Indirect comp

Showing only "DELTA FINANCIAL ADVISORS"

View all 3 variants aggregated →

DELTA FINANCIAL ADVISORS3 DELTA FINANCIAL INSURANCE BROKERAGE3 DELTA FINANCIAL INSURANCE2

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Investment manager	303	$133.4M	$25K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Investment manager	299	$121.7M	$16K	$0
McGlinchey Stafford, PLLC McGlinchey Stafford, PLLC Retirement Savings Plan · all filings	NEW ORLEANS, LA	Investment manager	258	$121.3M	$24K	$0