ALTRUIST FINANCIAL LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 299274
- Registered since
- September 19, 2019
- Website
- altruist.com
Firm profile
FINTRXOverview
Altruist Financial LLC is organized as a limited liability company and is recorded as SEC-registered since 2019. The FINTRX snapshot characterizes ownership as a domestic entity/individual and classifies the firm as unclassified. The profile flags the firm as not being a capital allocator and not an active ESG investor; it is also not identified as a pension consultant or a related adviser. The FINTRX entry provides a set of firm-level attributes but does not include a detailed description of the firm's advisory lines, investment strategies, fee schedules, or client segments in the available data.
Assets & Accounts
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
Owners & executives
2 of 2AMIT MIGLANI
Chief Financial OfficerCRD 6098048
MAZI BAHADORI
Chief Compliance Officer and Vice President OperationsCRD 5749453
Contacts
3 of 99NATHAN CRUMBACK
ManagerCRD 7271377
VELDA KNUTSON
Customer Service RepresentativeCRD 1620356
Daniel Ellison
Onboarding SpecialistCRD 6088823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 300 S Pearl Expy
- Time zone
- CT (UTC-6)
- Office locations
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