Realta Equities, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
—
Advisory reps
156
Avg account
$0

Firm details

Headquarters
Wilmington, Delaware
CRD number
23769
Registered since
February 24, 1989

Firm profile

FINTRX

Overview

Realta Equities, Inc. is organized as a corporation that has been SEC-registered since 1989. The firm’s ownership is described as a combination of a domestic entity and an individual, and its classification is listed as unclassified. The snapshot data indicate it is not designated as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. It is also not identified as a pension consultant or a related adviser. The firm did not provide details about its advisory activities, client types, fee models, or specific business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 11
  • Vincent Annable

    Vincent Annable

    Founder and CEOCRD 1033573

  • Jay Porter

    Jay Porter

    CEOCRD 1123708

  • Jacob Palmer

    Jacob Palmer

    Chief Compliance OfficerCRD 2309603

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Contacts

3 of 145
  • Charles Sobel

    RIACRD 5846500

  • Charles Lanza

    Independent RepresentativeCRD 5864178

  • Daniel Foraker

    Daniel Foraker

    Senior Vice PresidentCRD 5120702

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wilmington, DE

New Castle

Location

Wilmington, DE

Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
New Castle
Address
1201 N Orange St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth