Realta Investment Advisors, Inc.

Realta Investment Advisors, Inc. (CRD# 134952) is a financial advisory firm headquartered in Wilmington, DE. They manage $799,701,457 in 3,529 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    800
    MILLION
  • Total Number of Accounts
    3,529
    ACCOUNTS
  • Average Account Value
    $226,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Realta Investment Advisors, Inc.
Showing 11 - 20 of 59 top financial advisors.
11
Raymond C. De Witt
CRD#: 2894063
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Raymond De Witt (CRD# 2894063) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry.

12
Aileen F. Defroda
CRD#: 5410978
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Aileen Defroda (CRD# 5410978) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 16 years of experience in the finance industry.

13
Andrew H. Dietz
CRD#: 2750766
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Andrew Dietz (CRD# 2750766) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 27 years of experience in the finance industry.

14
Shaun Eck
CRD#: 5574644
21720 W Long Grove Road, Suite C 411, Deer Park, IL 60047

Shaun Eck (CRD# 5574644) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Deer Park, IL and has over 15 years of experience in the finance industry.

15
Daniel Foraker
CRD#: 5120702
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Daniel Foraker (CRD# 5120702) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.

16
John E. Frick
CRD#: 2967029
2350 Freedom Way, Suite 101, York, PA 17402

John Frick (CRD# 2967029) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in York, PA and has over 26 years of experience in the finance industry.

17
Ross B. Fronk
CRD#: 5719034
2350 Freedom Way, York, PA 17402

Ross Fronk (CRD# 5719034) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in York, PA and has over 14 years of experience in the finance industry.

18
Keith J. Furio
CRD#: 4869341
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Keith Furio (CRD# 4869341) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 19 years of experience in the finance industry.

19
Richard Goodwin
CRD#: 2332035
1201 N. Orange Street, Suite 729, Wilmington, DE 19801

Richard Goodwin (CRD# 2332035) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.

20
Robert T. Gustafson
CRD#: 2082956
Atlanta, GA

Robert Gustafson (CRD# 2082956) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.

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