Banta Asset Management LP

Banta Asset Management LP (CRD# 142987) is a financial advisory firm headquartered in Newport Beach, CA. They manage $97,471,062 in 217 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
517 30th Street, Newport Beach, CA 92663
http://www.bantaassetmanagement.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $449,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Banta Asset Management LP
Showing 1 - 3 of 3 top financial advisors.
1
Mark Banta, financial advisor Newport Beach CA
Mark D. Banta
CRD#: 2074080
517 30th Street, Newport Beach, CA 92663

Mark Banta (CRD# 2074080) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.

2
Michael Banta, financial advisor Newport Beach CA
Michael B. Banta
CRD#: 2390390
517 30th Street, Newport Beach, CA 92663

Michael Banta (CRD# 2390390) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 30 years of experience in the finance industry.

3
Stephen Banta, financial advisor Newport Beach CA
Stephen M. Banta
CRD#: 2491994
517 30th Street, Newport Beach, CA 92663

Stephen Banta (CRD# 2491994) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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