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 organized as a corporation and has been SEC-registered since 2008. The firm is listed as a domestic entity with an individual owner and is categorized as unclassified in the available regulatory snapshot. The firm does not identify itself as a capital allocator and does not report active ESG investing. It is not designated as a multi-state adviser, was not flagged as newly formed, and is not listed as a pension consultant or related adviser in the provided data. The snapshot includes no detail on fee schedules, client segments, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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