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Delta Associates Inc Dba D.R.G. Investment Management (Longboat Key)


Delta Associates Inc Dba D.R.G. Investment Management is a large advisory firm based in Longboat Key. It manages $30.68 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Illinois.

Delta Associates Inc Dba D.R.G. Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Delta Associates Inc Dba D.R.G. Investment Management: assets under management

The assets under management (AUM) of Delta Associates Inc Dba D.R.G. Investment Management is $30.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Delta Associates 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.

Based in Longboat Key

The principal office where Delta Associates 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 941 383 0373 or by fax 941 383 5045. The normal business hours are 8am to 4pm on Monday - Friday.


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