Anthony Kulhanek
Anthony Kulhanek is a registered investment advisor at Realta Investment Advisors, INC, based in Lantana, TX, with 36 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
Lantana, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Anthony is the President/Director of Kulhanek Investment Specialty Services DBA, dedicating full-time hours to protecting assets from litigation. He is also an Investment Advisor Representative at Realta Investment Advisors Inc., spending a few hours per week providing investment advisory services.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Realta Equities, INC.
Previous Registrations
Crescent Advisor Group, INC.
Coastal Investment Advisors
Titan SecuritiesBroker
Bennett Ross, INC.Broker
First Financial United Investments LTD., L.L.P.Broker
Retirement Investment GroupBroker
PFS Investments INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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