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BANYAN TREE ASSET MANAGEMENT, LLC

21250 Hawthorne Blvd
Suite 550
Torrance, California 90503-5517
Tel: 310-477-0111

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About BANYAN TREE ASSET MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#168384
SEC#801-78480
Assets Managed by Firm$1,059,168,309
No. of Clients94
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Other (PERCENTAGE OF PAR/FACE AMOUNT)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total94$1,059,168,309
High net worth individuals47$977,318,078

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