Altruist Financial LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 299274
- Registered since
- September 19, 2019
- Website
- altruist.com
Firm profile
FINTRXOverview
Altruist Financial LLC is organized as a limited liability company and is registered with the SEC as of 2019. FINTRX classifies ownership as a mix of a domestic entity and an individual; the firm does not appear in FINTRX as a capital allocator and is not identified as an active ESG investor. Records do not disclose the firm’s fee model, specific advisory activities, client types, or other operational details. The dataset flags the adviser as neither multistate nor newly formed and does not list affiliations or pension-consulting activity. Available information is sparse, so the public profile is limited to basic registration and structural attributes rather than a detailed description of services or investment approach.
Assets & Accounts
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
Owners & executives
2 of 2
Mazi Bahadori
Chief Operating Officer and Chief Compliance OfficerCRD 5749453

Amit Miglani
Chief Financial OfficerCRD 6098048
Contacts
3 of 100
Kevin Le
Senior Analyst, Operations Risk ManagementCRD 7062246

Olivia Anastasi
Sales ExecutiveCRD 6315998
Bradley Sparks
OwnerCRD 6708322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 300 S Pearl Expy
- Time zone
- CT (UTC-6)
- Office locations
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