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REALTA INVESTMENT ADVISORS, INC

1201 N. Orange Street
Suite 729
Wilmington, Delaware 19801
Tel: 888-657-5200

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About REALTA INVESTMENT ADVISORS, INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#134952
SEC#801-68000
Assets Managed by Firm$799,701,457
No. of Clients3529
No. of Advisors83

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total3529$799,701,457
Individuals (other than high net worth individuals)3241$615,514,479
High net worth individuals83$148,370,201
Pension and profit sharing plans176$24,732,751
Charitable organizations4$633,552
Corporations or other businesses25$10,450,474

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BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
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WILMINGTON TRUST INVESTMENT ADVISORS, INC.
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$16,496,928,9663487137
WILMINGTON FUNDS MANAGEMENT CORPORATION
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Wilmington, DE, 19890-0001
$14,772,401,9481035
DUPONT CAPITAL MANAGEMENT
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Wilmington, DE, 19805
$12,393,033,000636

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