Banyan Tree Asset Management, LLC
Banyan Tree Asset Management, LLC (CRD# 168384) is a financial advisory firm headquartered in Torrance, CA. They manage $1,059,168,309 in 94 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Banyan Tree Asset Management, LLC
By the Numbers
-
Total Assets Under Management1,059MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$11,267,748
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MN, NY, TX
Financial Advisors at Banyan Tree Asset Management, LLC
1
Brian Goldberg (CRD# 4095279) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Torrance, CA and has over 21 years of experience in the finance industry.
2
Kenneth Naehu (CRD# 1948458) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Torrance, CA and has over 24 years of experience in the finance industry.
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