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
Mary Allard (CRD# 4073769) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 24 years of experience in the finance industry.
Sam Aziz (CRD# 1721932) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Dublin, OH and has over 36 years of experience in the finance industry.
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 San Diego, CA 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.
Kevin Blackburn (CRD# 2083989) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 32 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.
Ross Brannon (CRD# 5875036) 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.
Marc Broncucia (CRD# 4085553) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Loveland, CO and has over 24 years of experience in the finance industry.