480 Pacific Ave
Suite 200
San Francisco, California 94133
Tel: (415) 505-8304
BANNEKER PARTNERS LLC, formally registered with the SEC as BANNEKER PARTNERS LLC. The firm was established in 07/30/2020. They have over 2 offices throughout the country.
BANNEKER PARTNERS LLC is a San Francisco, California based Financial Planning firm with nearly $1,989,598,775 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 25 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 296624 |
SEC# | 801-119206 |
Assets Managed by Firm | $1,989,598,775 |
No. of Clients | 10 |
No. of Advisors | 25 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 10 | $1,989,598,775 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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