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. Public profile fields identify ownership as a combination of a domestic entity and an individual, and the firm is listed under an unclassified adviser category rather than one of the common RIA subtypes. The dataset indicates a limited operational footprint in regulatory and strategic descriptors: it is not flagged as a capital allocator, is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm’s public profile does not provide specifics about client segments, fee models, or advisory specialties, so its target client types and service mix cannot be determined from this source alone.
Location & Offices
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 3
Benjamin 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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