Assets Under Management
$343.5M
Number of Clients
1,958
Number of Advisors
57
Average Client AUM
$175K
AUM per Advisor
$6.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Realta Investment Advisors is an SEC-registered investment advisory firm offering personalized investment management and supervision. Financial advisors develop portfolios based on client risk tolerance and investment objectives. Accounts can be discretionary or non-discretionary, and are custodied at Pershing. Fees are negotiable and vary by program.
1201 N. Orange Street, Suite 729, Wilmington, DE, 19801