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BANTA ASSET MANAGEMENT LP
517 30th Street
Newport Beach, California 92663
Tel: 949-673-9944
About BANTA ASSET MANAGEMENT LP
BANTA ASSET MANAGEMENT LP, formally registered with the SEC as BANTA ASSET MANAGEMENT LP. The firm was established in 01/29/2007. They have over 1 offices throughout the country.
BANTA ASSET MANAGEMENT LP is a Newport Beach, California based Financial Planning firm with nearly $114,556,231 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142987 |
| SEC# | 801-67519 |
| Assets Managed by Firm | $114,556,231 |
| No. of Clients | 216 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 216 | $114,556,231 |
| Individuals (other than high net worth individuals) | 60 | $52,123,085 |
| High net worth individuals | 60 | $61,295,843 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,137,303 |
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