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 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
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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