Roman
Leniw
Realta Investment Advisors, Inc
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About this Advisor
Roman Leniw is a financial advisor based in Fairfield, New Jersey, working with Realta Investment Advisors, Inc. Roman has previously held positions at Wells Fargo Advisors Financial Network LLC, Realta Equities Inc, and Realta Investment Advisors, Inc. Roman has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Roman is part of Realta Investment Advisors, Inc, which operates out of Fairfield, New Jersey. The firm has 37 offices and 83 employees. The firm manages assets totaling $799.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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 fee structure at Realta Investment Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Realta Investment Advisors, Inc Brokerage Details
$799,701,457
83
3,529
$226,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Roman Leniw Work History
Realta Equities Inc
Realta Investment Advisors, Inc
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Roman Leniw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Realta Investment Advisors, Inc
San Diego, CA
Plymouth Meeting, PA
New York, NY
San Diego, CA
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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