1201 N. Orange Street
Suite 729
Wilmington, Delaware 19801
Tel: 888-657-5200
REALTA INVESTMENT ADVISORS, INC, formally registered with the SEC as REALTA INVESTMENT ADVISORS, INC. The firm was established in 06/06/2007. They have over 38 offices throughout the country.
REALTA INVESTMENT ADVISORS, INC is a Wilmington, Delaware based Financial Planning firm with nearly $799,701,457 assets under management, offering retirement planning & investment advisory services to 3529 clients. The firm is staffed with 83 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 134952 |
SEC# | 801-68000 |
Assets Managed by Firm | $799,701,457 |
No. of Clients | 3529 |
No. of Advisors | 83 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3529 | $799,701,457 |
Individuals (other than high net worth individuals) | 3241 | $615,514,479 |
High net worth individuals | 83 | $148,370,201 |
Pension and profit sharing plans | 176 | $24,732,751 |
Charitable organizations | 4 | $633,552 |
Corporations or other businesses | 25 | $10,450,474 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$110,923,554,810 | 39 | 208 | |
$50,708,850,726 | 129 | 26 | |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,496,928,966 | 3487 | 137 |
$14,772,401,948 | 10 | 35 | |
$12,393,033,000 | 6 | 36 |
Explore More Retirement Advisors in Wilmington, Delaware