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
Byron Moore (CRD# 3169964) 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.
James Nelson (CRD# 1931451) 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.
Reed O'brien (CRD# 2123928) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 21 years of experience in the finance industry.
Alexander Orlando (CRD# 6083042) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Oradell, NJ and has over 10 years of experience in the finance industry.
Jay Porter (CRD# 1123708) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 41 years of experience in the finance industry.
Matthew Rakerd (CRD# 2516470) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in York, PA and has over 29 years of experience in the finance industry.
Gary Ross (CRD# 5985102) 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.
Robert Schilling (CRD# 2609469) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Stevensville, MD and has over 26 years of experience in the finance industry.
James Shenk (CRD# 2876098) 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.
Charles Sobel (CRD# 5846500) 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.