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 that functions as an insurance broker-dealer and registered investment adviser. Founded (SEC registration) in 2007, the firm serves both individual/family and institutional clients and acts as a capital allocator that places client capital with third-party managers. Its client-facing services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, adviser selection, and the publication of periodic newsletters. Fee arrangements span asset-based fees, hourly charges, and fixed-fee engagements. Industry relationships include roles as a broker-dealer, an insurance company, and a sponsor of limited partnerships (excluding pooled investment vehicles). The firm is not characterized as an active ESG investor.
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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