ALTRUIST FINANCIAL LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
101
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
299274
Registered since
September 19, 2019

Firm profile

FINTRX

Overview

Altruist Financial LLC is organized as a limited liability company and is recorded as SEC-registered since 2019. The FINTRX snapshot characterizes ownership as a domestic entity/individual and classifies the firm as unclassified. The profile flags the firm as not being a capital allocator and not an active ESG investor; it is also not identified as a pension consultant or a related adviser. The FINTRX entry provides a set of firm-level attributes but does not include a detailed description of the firm's advisory lines, investment strategies, fee schedules, or client segments in the available data.

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

2 of 2
  • AMIT MIGLANI

    Chief Financial OfficerCRD 6098048

  • MAZI BAHADORI

    Chief Compliance Officer and Vice President OperationsCRD 5749453

Contacts

3 of 99
  • NATHAN CRUMBACK

    ManagerCRD 7271377

  • VELDA KNUTSON

    Customer Service RepresentativeCRD 1620356

  • Daniel Ellison

    Onboarding SpecialistCRD 6088823

Unlock 96 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth