Delta Ventures Financial Counsel Inc (Mesa)


Delta Ventures Financial Counsel Inc is a large advisory firm based in Mesa. It manages $90.69 million of regulatory assets for 458 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.

Delta Ventures Financial Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Delta Ventures Financial Counsel: assets under management

The assets under management (AUM) of Delta Ventures Financial Counsel Inc is $90.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 146% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Delta Ventures Financial Counsel Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Delta Ventures Financial Counsel Inc

Charles Tway Autrey has been acting as President since 1 Apr 1995. Cornelius Henry Van Zutphen joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Charles Tway Autrey President 1 Apr 1995 50% - 75% 1161290
Cornelius Henry Vanzutphen Vice president 1 May 1999 50% - 75% 1261512
Cornelius Henry Van Zutphen Vice president 1 May 1999 50% - 75% 1261512
Charles Tway Autrey Vice president / chief compliance officer 1 Jan 2010 50% - 75% 1161290
Cornelius Henry Van Zutphen President 1 Jan 2010 50% - 75% 1261512
Charles Tway Autrey Senior portfolio manager 1 Dec 2010 Other 1161290
Cornelius Henry Van Zutphen President 1 Dec 2010 75% - 100% 1261512
Cornelius H. Van Zutphen Chief compliance officer 1 Dec 2010 Other 5264496
Charles Tway Autrey Senior portfolio manager 1 Jan 2011 Other 1161290

Based in Mesa

The principal office where Delta Ventures Financial Counsel Inc performs its advisory services is located at 2855 East Brown Road, Mesa, AZ 85213, 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 480-924-5613 or by fax 480-924-8062. The normal business hours are 9-5 m-th 9-3 fri on Monday - Friday. You can find more information about the New York firm at www.deltaventuresonline.com.