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
Stephen Barber (CRD# 4593018) 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.
John Barragan (CRD# 2941942) 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.
Stephanie Beach (CRD# 3145490) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.
Johnny Borrelli (CRD# 6788697) 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.
Kenneth Boyd (CRD# 2156704) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.
Frank Calabrese (CRD# 1324210) 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.
Don Clark (CRD# 1735777) 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.
David Cooper (CRD# 2422262) 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.
Bobby Cowand (CRD# 2317710) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 31 years of experience in the finance industry.
Robert Davis (CRD# 5255982) 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.