Galt Financial Group, Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Westlake Village, California
CRD number
146976
Registered since
September 18, 2008

Firm profile

FINTRX

Overview

Galt Financial Group, Inc. is a corporate adviser that registered with the SEC in 2008. The firm’s public profile lists ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The dataset flags the firm as not being a capital allocator, not active on ESG criteria, not a multi-state adviser, not newly formed, and not acting as a pension consultant or related adviser. The profile does not disclose business activities, advisory services, client types, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Benjamin Hill

    Benjamin Hill

    PresidentCRD 2983275

  • Brandon Hill

    Brandon Hill

    Vice PresidentCRD 4279066

  • Scott Tarra

    Scott Tarra

    FinOpCRD 4593965

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth