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BANNEKER PARTNERS LLC

480 Pacific Ave
Suite 200
San Francisco, California 94133
Tel: (415) 505-8304

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About BANNEKER PARTNERS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#296624
SEC#801-119206
Assets Managed by Firm$1,989,598,775
No. of Clients10
No. of Advisors25

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total10$1,989,598,775

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