2100 Riveredge Parkway
Suite 1030
Atlanta, Georgia 30328
Tel: 770-951-2129
BANYAN CAPITAL MANAGEMENT, INC, formally registered with the SEC as BANYAN CAPITAL MANAGEMENT, INC. The firm was established in 05/11/2018. They have over 1 offices throughout the country.
BANYAN CAPITAL MANAGEMENT, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $220,270,547 assets under management, offering retirement planning & investment advisory services to 277 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108123 |
SEC# | 801-113220 |
Assets Managed by Firm | $220,270,547 |
No. of Clients | 277 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 277 | $220,270,547 |
Individuals (other than high net worth individuals) | 66 | $22,352,430 |
High net worth individuals | 54 | $183,579,086 |
Pension and profit sharing plans | 2 | $14,339,031 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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