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Barrett Oliver Schultz

REALTA INVESTMENT ADVISORS, INC·WILMINGTON, Delaware
Unclaimed Profile
1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 2741114Firm CRD# 134952
01

About

Barrett Oliver Schultz is a registered financial advisor based in WILMINGTON, Delaware, affiliated with REALTA INVESTMENT ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
REALTA INVESTMENT ADVISORS, INC
REALTA INVESTMENT ADVISORS, INC
AUM
$800M
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at REALTA INVESTMENT ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2741114
Firm CRD# 134952
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barrett Oliver Schultz offer?
Barrett Oliver Schultz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Barrett Oliver Schultz's credentials?
Barrett Oliver Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barrett Oliver Schultz located?
Barrett Oliver Schultz is based in WILMINGTON, Delaware, working with REALTA INVESTMENT ADVISORS, INC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Barrett Oliver Schultz charge for services?
Barrett Oliver Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REALTA INVESTMENT ADVISORS, INC?
REALTA INVESTMENT ADVISORS, INC has approximately 83 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILMINGTON
Margaret Cecelia Ritter — DT INVESTMENT PARTNERS, LLCNathaniel Becker Chase — CHARTLINE CAPITAL MANAGEMENT, LLCNancy Marie Romito — KALMAR INVESTMENT ADVISERSFord Bowman Draper — KALMAR INVESTMENT ADVISERSKevin Michael Keefe — REALTA INVESTMENT ADVISORS, INC
Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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