21250 Hawthorne Blvd
Suite 550
Torrance, California 90503-5517
Tel: 310-477-0111
BANYAN TREE ASSET MANAGEMENT, LLC, formally registered with the SEC as BANYAN TREE ASSET MANAGEMENT, LLC. The firm was established in 08/22/2013. They have over 1 offices throughout the country.
BANYAN TREE ASSET MANAGEMENT, LLC is a Torrance, California based Financial Planning firm with nearly $1,059,168,309 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168384 |
| SEC# | 801-78480 |
| Assets Managed by Firm | $1,059,168,309 |
| No. of Clients | 94 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 94 | $1,059,168,309 |
| High net worth individuals | 47 | $977,318,078 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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