Altruist Financial LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
102
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 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

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
  • Mazi Bahadori

    Mazi Bahadori

    Chief Operating Officer and Chief Compliance OfficerCRD 5749453

  • Amit Miglani

    Amit Miglani

    Chief Financial OfficerCRD 6098048

Contacts

3 of 100
  • Kevin Le

    Kevin Le

    Senior Analyst, Operations Risk ManagementCRD 7062246

  • Olivia Anastasi

    Olivia Anastasi

    Sales ExecutiveCRD 6315998

  • Bradley Sparks

    Bradley Sparks

    OwnerCRD 6708322

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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