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Courtlandt Financial Group Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Courtlandt Financial Group operates as a holding company for a portfolio of financial services firms. It is based in Irvine, California, and oversees Courtlandt Securities Corporation, Courtlandt Insurance Services, Courtlandt Wealth Management, and Courtlandt Real Estate.

The firm provides a full-service retail brokerage and financial planning platform and offers specialized 1031 exchange planning, including investments in fractional real estate programs such as Tenant in Common and Delaware Statutory Trusts. In its investment banking practice, Courtlandt focuses on public offerings including Regulation A, Intrastate, and Private 506(c) offerings, supported by a technology-driven distribution platform that enables direct-to-client delivery of public investment opportunities. The Chairman and CEO, Michael Cruz, serves as the primary advisor to accredited investors and other sophisticated investment banking clients, providing strategic planning and operational oversight across Courtlandt's activities.

Find Courtlandt Financial Group employees' phone numbers or email addresses

Courtlandt Financial Group Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Courtlandt Financial Group's Leadership

  • Stylized image of a person
    C. P.
    Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Agent
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    C. P.
    Coo
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. M. M.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. R.
    Agent
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. A.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Courtlandt Financial Group known for?

Minus sign iconPlus sign iconCourtlandt 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?

Minus sign iconPlus sign iconCourtlandt 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?

Minus sign iconPlus sign iconCourtlandt 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?

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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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