Realta Investment Advisors, Inc
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Overview
Realta Investment Advisors, Inc is located at 1201 N. Orange Street, Wilmington, DE. The firm employs 72 financial advisors to manage client portfolios and provide financial guidance. Realta Investment Advisors, Inc is not a registered broker-dealer.
Realta Investment Advisors, Inc oversees $799.7 million in assets under management across 3,529 accounts, of which 3,078 are discretionary and 451 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Realta Investment Advisors, Inc includes asset-based, hourly, and fixed fees. The firm has 83 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.
Realta Investment Advisors, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Realta Investment Advisors, Inc by the Numbers
$799.7 million
83
3,529
$226.6 thousand
Products and Services
Realta Investment Advisors, Inc offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. In the last financial year, Realta Investment Advisors, Inc provided 45301 of its customers with financial planning services. It is not involved in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Realta Investment Advisors, Inc may include some blend of the following fee types: asset-based, hourly, or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Realta Investment Advisors, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with a broad range of clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Realta Investment Advisors, Inc's biggest client group by number of accounts is retail investors, although it also caters to 83 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 2.35%
- Other Individuals - 91.84%
- Corporations - 5.7%
- Charitable Organizations - 0.11%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Realta Investment Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Realta Investment Advisors, Inc
New York, NY
Plymouth Meeting, PA
San Diego, CA
Wilmington, DE
San Diego, CA
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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