Banyan Tree Asset Management, LLC

Banyan Tree Asset Management, LLC (CRD# 168384) is a financial advisory firm headquartered in Torrance, CA. They manage $1,059,289,322 in 92 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,059
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $11,514,014
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, KY, MN, NY, TX

Financial Advisors at Banyan Tree Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian R. Goldberg
CRD#: 4095279
21250 Hawthorne Blvd, Suite 550, Torrance, CA 90503

Brian Goldberg (CRD# 4095279) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Torrance, CA and has over 19 years of experience in the finance industry.

2
Kenneth N. Naehu
CRD#: 1948458
21250 Hawthorne Blvd, Suite 550, Torrance, CA 90503

Kenneth Naehu (CRD# 1948458) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Torrance, CA and has over 23 years of experience in the finance industry.

3
Chasen Volkel
CRD#: 7249768
21250 Hawthorne Blvd, Suite 550, Torrance, CA 90503

Chasen Volkel (CRD# 7249768) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Torrance, CA and has over 2 years of experience in the finance industry.

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