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. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified in the dataset as "unclassified," and the record flags that it is not a capital allocator, is not active on ESG investing, and does not operate as a multi-state adviser. It is also not identified as a newly formed adviser, a pension consultant, or a related adviser. The source record provides minimal detail about the firm's business model and advisory activities. That limited disclosure makes it difficult to draw conclusions about client targeting, fee schedules, or the specific services offered.

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