GALT FINANCIAL GROUP, INC.
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 146976
- Registered since
- September 18, 2008
Firm profile
FINTRXOverview
Galt Financial Group, Inc. is organized as a corporation and has been registered with the SEC since 2008. The firm’s ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "Unclassified" and flags it as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. Publicly available profile details are sparse. The firm’s FINTRX entry does not disclose a client roster, AUM or account counts, fee schedule, specific business or advisory activities, investment approach, or public holdings. The record does indicate the firm operates from two office locations, but no addresses or geographic focus are provided, which limits visibility into their target client segments and service model.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3BENJAMIN HILL
PresidentCRD 2983275
BRANDON HILL
Vice PresidentCRD 4279066
SCOTT TARRA
FinOpCRD 4593965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2629 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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