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SECURITIES AND EXCHANGE COMMISSIONFORM 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20221021 | Period of Report: 20220930 SEC Accession No. 000109544922000103
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Delta Investment Management LLC is an investment management firm that provides financial services, including portfolio management, investment advisory, and asset allocation strategies for individuals and institutions.
Individuals or entities operating as Delta Investment Management LLC, including investment advisors and fund managers, are required to file relevant documentation and reports with regulatory authorities.
To fill out Delta Investment Management LLC documents, provide required information such as the entity's name, address, ownership structure, financial details, and any relevant operational data as mandated by state or federal regulations.
The purpose of Delta Investment Management LLC is to manage investments effectively on behalf of clients, helping them to grow their capital and achieve their financial goals through strategic investment choices.
Delta Investment Management LLC must report information such as financial statements, investment performance, compliance records, and any changes in management or ownership to the relevant regulatory bodies.
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