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FIRM PROFILE
Overview
REALTA EQUITIES, INC. is located at 1201 N. Orange Street Suite 300, Wilmington, DE 92130 and was first established at Los Angeles, Massachusetts in 01/24/1989. After operating for 37 years, REALTA EQUITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of REALTA EQUITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. REALTA EQUITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at REALTA EQUITIES, INC. are registered to handle securities or provide financial advice. The firm has 7 disclosures, 7 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access REALTA EQUITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at REALTA EQUITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for REALTA EQUITIES, INC. Comes From
Understanding the Statistics for REALTA EQUITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1201 N. Orange Street Suite 300, Wilmington, DE 92130
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Medium
(888) 657-5200
Massachusetts since 01/24/1989
Corporation
December
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Advisor's working at REALTA EQUITIES, INC.
Stephen Claude Forsyth Lovell
Dillon Dee Hall
John Edward Scott
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