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
Banyan Global Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management168MILLION
-
Total Number of Accounts150ACCOUNTS
-
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
Registered Investment Advisor
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
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.