Realta Equities, Inc.

Broker-DealerFINRA Member
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 with ownership noted as a mix of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and the snapshot does not list conventional markers of an investment advisory business such as a disclosed fee structure, stated advisory activities, or stated client segments. The record flags the firm as not a capital allocator and not an active ESG investor. The available profile contains limited operational detail: it does not identify pension consulting, related-adviser relationships, or multi-state adviser status in the way those fields are captured in the snapshot. No business lines, investment preferences, or manager allocation interests are provided in the source material.

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

  • Kenneth Boyd

    Kenneth Boyd

    Team Founder & CEOCRD 2156704

  • Jay Porter

    Jay Porter

    CEOCRD 1123708

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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