Michael
Kress
Delta Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Kress is a financial advisor operating out of San Francisco, California who has 5 years of industry experience. Kress works at Delta Investment Management, LLC. During their career, Kress has held roles at Sanctuary Securities LLC, Sanctuary Wealth Advisors, LLC and Delta Investment Management, LLC. Kress has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in California. Delta Investment Management, LLC is a business based out of San Francisco, CA. It has offices in 10 locations and a total of 24 advisors. It oversees $532 million in total assets between its 1,978 accounts, making it one of the larger firms in the nation by assets under management. Of its 1,978 client accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets. Delta Investment Management, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically depend on which service is offered. Fee types charged by Delta Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Delta Investment Management, LLC Brokerage Details
$531,721,525
24
1,978
$268,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Kress Work History
Michael has been registered as a financial advisor for 5 years.*
Delta Investment Management, LLC
Sanctuary Securities LLC
Sanctuary Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Kress to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Investment Management, LLC
Durango, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Greenville, SC
San Francisco, CA
Prescott, AZ
Boise, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
