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).
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Total Assets Under Management800MILLION
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Total Number of Accounts3,529ACCOUNTS
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Average Account Value$226,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Jacob Harvey (CRD# 6410027) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Nancy Hoang (CRD# 4992376) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 15 years of experience in the finance industry.
Steven Horn (CRD# 2579003) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 29 years of experience in the finance industry.
Mark Karstrom (CRD# 1322744) 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.
Lloyd Layton (CRD# 1618414) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 37 years of experience in the finance industry.
Roman Leniw (CRD# 1352027) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Fairfield, NJ and has over 39 years of experience in the finance industry.
Kari March (CRD# 4021533) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Roswell, GA and has over 24 years of experience in the finance industry.
Robert Marsh (CRD# 5869457) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 13 years of experience in the finance industry.
Skip Massengill (CRD# 1005189) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 42 years of experience in the finance industry.
James McCrory (CRD# 705683) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 42 years of experience in the finance industry.