Realta Investment Advisors, Inc
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 134952
- Registered since
- June 6, 2007
- Website
- www.coastal-one.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.54%
- Individuals45.64%
- Pension & Profit Sharing Plans1.66%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Realta Investment Advisors, Inc. is a corporation registered with the SEC in 2007 that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees by percentage of AUM and also offers hourly and fixed-fee engagements. It provides a mix of financial planning and discretionary portfolio management across individual, small-business and institutional mandates, and it publishes periodic newsletters. Advisory services explicitly listed include portfolio management for individuals and businesses, pension consulting, selection of other advisers, and financial planning. Realta is not positioned as an ESG-focused manager. The firm maintains industry affiliations with broker-dealers and insurance companies and sponsors limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2
Jay Porter
CEOCRD 1123708
Jeffrey LaBelle
President, CEOCRD 1547518
Contacts
3 of 56
Dan Holzer
Investment Advisor RepresentativeCRD 5779187
James Nelson
Registered RepresentativeCRD 1931451
Stephen Lovell
Registered RepresentativeCRD 2146222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 342Active vs passive
$195M in ETFs
79%
$155M
15%
$40.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $7M | 58,525 | 3.58% |
Location
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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