Banyan Global Investment Advisors, LLC

Banyan Global Investment Advisors, LLC (CRD# 283264) is a financial advisory firm headquartered in Boca Raton, FL. They manage $163,000,000 in 143 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $1,139,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, FL, MA, NJ, NY, PA

Financial Advisors at Banyan Global Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lori A. Fernicola
CRD#: 4224547
7284 W. Palmetto Park Road, Suite 207, Boca Raton, FL 33433
93
Wealthminder
score

Lori Fernicola (CRD# 4224547) is an Investment Advisor Representative working at Banyan Global Investment Advisors, LLC in Boca Raton, FL and has over 11 years of experience in the finance industry.

2
Daniel H. Reich
CRD#: 2360208
7284 W. Palmetto Park Road, Suite 207, Boca Raton, FL 33433
73
Wealthminder
score

Daniel Reich (CRD# 2360208) is an Investment Advisor Representative working at Banyan Global Investment Advisors, LLC in Boca Raton, FL and has over 22 years of experience in the finance industry.

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