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. The firm is listed as a domestic entity with an individual owner and is categorized as unclassified in the available regulatory snapshot. The firm does not identify itself as a capital allocator and does not report active ESG investing. It is not designated as a multi-state adviser, was not flagged as newly formed, and is not listed as a pension consultant or related adviser in the provided data. The snapshot includes no detail on fee schedules, client segments, or specific advisory activities.
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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