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 INSURANCE BROKERAGE3 DELTA FINANCIAL ADVISORS3 DELTA FINANCIAL INSURANCE1

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN	NEW ORLEANS, LA	Investment manager	303	$133.4M	$25K	$0
MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN	NEW ORLEANS, LA	Investment manager