REALTA INVESTMENT ADVISORS, INC

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

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 Status	Approved
Firm CRD#	134952
SEC#	801-68000
Assets Managed by Firm	$799,701,457
No. of Clients	3529
No. of Advisors	83

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 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

More Retirement Planning firms in Wilmington, Delaware:

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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