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STALT FINANCIAL
Stalt Financial, LLC is a Registered Investment Advisor and independent RIA firm whose advisors are licensed fiduciaries. The firm provides investments,...
STALT FINANCIAL
Stalt Financial, LLC is a Registered Investment Advisor and independent RIA firm whose advisors are licensed fiduciaries. The firm provides investments, insurance design, financial planning, and services for business owners, including retirement planning, special needs planning, and succession planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Troy
Principals
Catherine Toone
co-founder
Dan Zech
co-founder
Chris Ball
ChSNC, Co-Founder and Director of Special Needs Financial Planning
Frequently asked questions
What is STALT FINANCIAL?
STALT FINANCIAL is a ria headquartered in Troy, United States.
Where is STALT FINANCIAL headquartered?
STALT FINANCIAL is headquartered in Troy, United States, in the North America region.
What does Altss track for STALT FINANCIAL?
Altss maintains an OSINT-verified profile of STALT FINANCIAL covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is STALT FINANCIAL's website?
STALT FINANCIAL's public website is staltfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is STALT FINANCIAL?
STALT FINANCIAL is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on STALT FINANCIAL?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was STALT FINANCIAL's Altss profile last updated?
STALT FINANCIAL's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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