Courtlandt Financial Group

Financial ServicesCalifornia, United States0-1 Employees

Courtlandt Financial Group is a holding company for Courtlandt's portfolio of financial services companies, including Courtlandt Securities Corporation, Courtlandt Insurance Services, Courtlandt Wealth Management, and Courtlandt Real Estate. Courtlandt Securities Corporation offers a full service retail brokerage and financial planning platform to include IRC Section 1031 exchange planning services to include investments in fractional ownership real estate programs such as Tenant in Common (TICs) and Delaware Statutory Trusts (DSTs). As an investment bank, Courtlandt specializes in public offering such as Regulation A, Intrastate Offerings and Private 506(c) Offerings. Courtlandt's unique technology-driven distribution platform enables its investment banking clients and selling group members to deliver direct to client public investment offerings. Courtlandt's Chairman and CEO, Michael Cruz, acts as primary advisor to both accredited investors and other sophisticated investment banking clients. Mr. Cruz is the visionary behind all of the programs inside of Courtlandt, providing strategic planning, management and operational oversight for all of the Courtlandt activities.

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