REALTA INVESTMENT ADVISORS, INC

WILMINGTON, Delaware·14 registered advisors·CRD# 134952
SEC# 801-6800037888-657-5200
01

Firm Overview

AUM
$800M
Regulatory assets under management
Employees
83
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at REALTA INVESTMENT ADVISORS, INC

14 registered advisors
Barrett Oliver Schultz
WILMINGTON, Delaware
Charles Francis Reiling
WILMINGTON, Delaware
David James Monahan
WILMINGTON, Delaware
Elizabeth Anne Legacy
WILMINGTON, Delaware
Emilio Battista Primus
WILMINGTON, Delaware
Francis J Skinner
WILMINGTON, Delaware
Joseph Anthony Piccirilli
WILMINGTON, Delaware
Kevin Michael Keefe
WILMINGTON, Delaware
Matthew Dwayne Rakerd
WILMINGTON, Delaware
Michael Edward Donnelly
WILMINGTON, Delaware
Michael M Oconnor
WILMINGTON, Delaware
Ryan Lee Hanks
WILMINGTON, Delaware
Steven Michael Richards
WILMINGTON, Delaware
Timothy Joseph Bowman
WILMINGTON, Delaware
05

Office Locations

WILMINGTON, Delaware
14 advisors

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Data sourced from SEC Form ADV filings. REALTA INVESTMENT ADVISORS, INC (CRD# 134952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.