Banyan Global Investment Advisors, LLC

Banyan Global Investment Advisors, LLC (CRD# 283264) is a financial advisory firm headquartered in Boca Raton, FL. They manage $168,181,354 in 150 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2600 N Military Trail, Suite 250, Boca Raton, FL 33431
http://bgiadvisors.com/
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $1,121,209
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY, PA, TX

Financial Advisors at Banyan Global Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Reich, financial advisor Boca Raton FL
Daniel H. Reich
CRD#: 2360208
2600 N Military Trail, Suite 250, Boca Raton, FL 33431

Daniel Reich (CRD# 2360208) is an Investment Advisor Representative working at Banyan Global Investment Advisors, LLC in Boca Raton, FL and has over 30 years of experience in the finance industry.

2
Becky Lightman, financial advisor Boca Raton FL
Becky Lightman
CRD#: 5373242
2600 N Military Trail, Suite 250, Boca Raton, FL 33431

Becky Lightman (CRD# 5373242) is an Investment Advisor Representative working at Banyan Global Investment Advisors, LLC in Boca Raton, FL and has over 15 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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