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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • BENJAMIN HILL

    PresidentCRD 2983275

  • BRANDON HILL

    Vice PresidentCRD 4279066

  • SCOTT TARRA

    FinOpCRD 4593965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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