Realta Equities, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
154
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Realta Equities, Inc. appears in FINTRX as a corporate advisory entity that has been SEC-registered since 1989. The platform flags its owner type as both a domestic entity and an individual and assigns a regulatory/business classification of "Unclassified." FINTRX also records that the firm is not a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant, related adviser, or newly formed adviser. Publicly available fields for client base, fee structure, core business activities and advisory offerings are not populated in the source data. Because those items are blank in the record, there is limited detail on how Realta Equities positions itself to clients or the specific services and investment strategies it employs.

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 143
  • 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