BANYAN GLOBAL INVESTMENT ADVISORS, LLC

6001 Broken Sound Parkway Nw
Suite 426
Boca Raton, Florida 33487
Tel: 561-847-3596

About BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BANYAN GLOBAL INVESTMENT ADVISORS, LLC, formally registered with the SEC as BANYAN GLOBAL INVESTMENT ADVISORS, LLC. The firm was established in 03/23/2016. They have over 1 offices throughout the country.

BANYAN GLOBAL INVESTMENT ADVISORS, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $168,181,354 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283264
SEC#	801-107482
Assets Managed by Firm	$168,181,354
No. of Clients	150
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	150	$168,181,354
Individuals (other than high net worth individuals)	59	$2,990,880
High net worth individuals	79	$155,402,161
Charitable organizations	Fewer than 5 clients	$273,186
Corporations or other businesses	10	$9,515,127

More Retirement Planning firms in Boca Raton, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Boca Raton, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.