Banyan Asset Management, Inc.

Banyan Asset Management, Inc. (CRD# 123204) is a financial advisory firm headquartered in Naples, FL. They manage $12,969,075 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $182,663
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, MI

Financial Advisors at Banyan Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frank C. Fontana
CRD#: 4594913
1585 Pine Ridge Road, Suite 2, Naples, FL 34109
96
Wealthminder
score

Frank Fontana (CRD# 4594913) is an Investment Advisor Representative working at Banyan Asset Management, Inc. in Naples, FL and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.