Banyan Asset Management, Inc.

Banyan Asset Management, Inc. (CRD# 123204) is a financial advisory firm headquartered in Naples, FL. They manage $26,311,878 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1585 Pine Ridge Road, Suite 2, Naples, FL 34109
https://www.banyan-asset.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $320,877
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, MI

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

Frank Fontana (CRD# 4594913) is an Investment Advisor Representative working at Banyan Asset Management, Inc. in Naples, FL and has over 21 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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