Courtlandt Financial Group Employee Directory

Q: How many employees does Courtlandt Financial Group have currently?

Courtlandt Financial Group has approximately 1 employees.

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.

Find Courtlandt Financial Group employees' phone numbers or email addresses

Courtlandt Financial Group Global Highlights

North America
9

United States Of America
9

Courtlandt Financial Group's Leadership

C. P.
Coo
Mobile Phone
Email
S. M. M.
Chief Operating Officer
Mobile Phone
Email
M. R.
Agent
Mobile Phone
Email
S. A.
Mobile Phone
Email

Courtlandt Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Courtlandt Financial Group

Name

Title

Contact Info

Location

Last Update

C. P.
Coo
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. M. M.
Chief Operating Officer
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. R.
Agent
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. A.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Courtlandt Financial Group known for?

Courtlandt Financial Group operates in the Financial Services industry. The company's main headquarters is located in Irvine, California United States; you can contact the main corporate office by phone at

+1-949-251-****

. Explore Courtlandt Financial Group's company overview page for more information.

What is Courtlandt Financial Group's most common email format?

Courtlandt Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Courtlandt Financial Group email formats with LeadIQ.

How many employees does Courtlandt Financial Group have currently?

Courtlandt Financial Group has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Courtlandt Financial Group's key employees and leadership?

As of February 2026, Courtlandt Financial Group's key employees include:

Coo: C. P.
Chief Operating Officer: S. M. M.
Agent: M. R.
: S. A.

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