Banta Asset Management LP

Banta Asset Management LP (CRD# 142987) is a financial advisory firm headquartered in Newport Beach, CA. They manage $90,716,876 in 352 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $257,718
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 D. Banta
CRD#: 2074080
517 30th Street, Newport Beach, CA 92663
93
Wealthminder
score

Mark Banta (CRD# 2074080) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 23 years of experience in the finance industry.

2
Michael B. Banta
CRD#: 2390390
517 30th Street, Newport Beach, CA 92663
93
Wealthminder
score

Michael Banta (CRD# 2390390) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 23 years of experience in the finance industry.

3
Stephen M. Banta
CRD#: 2491994
517 30th Street, Newport Beach, CA 92663
93
Wealthminder
score

Stephen Banta (CRD# 2491994) is an Investment Advisor Representative working at Banta Asset Management LP in Newport Beach, CA and has over 22 years of experience in the finance industry.

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