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).
-
Total Assets Under Management800MILLION
-
Total Number of Accounts3,529ACCOUNTS
-
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
Aaron Brooks (CRD# 5941129) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 12 years of experience in the finance industry.
Dan Holzer (CRD# 5779187) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in San Diego, CA and has over 13 years of experience in the finance industry.
Mathias Schulz (CRD# 5837974) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in New York, NY and has over 8 years of experience in the finance industry.
Kyle Shenk (CRD# 6957279) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Glen Rock, PA and has over 2 years of experience in the finance industry.
Erik Somerville (CRD# 6688846) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.
Courtney Wellar (CRD# 7397236) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 6 years of experience in the finance industry.
Amy Widener (CRD# 3111888) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 25 years of experience in the finance industry.
Jack Thacker (CRD# 2754773) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Bristol, VA and has over 27 years of experience in the finance industry.