Banyan Tree Asset Management, LLC

Banyan Tree Asset Management, LLC (CRD# 168384) is a financial advisory firm headquartered in Torrance, CA. They manage $1,038,584,076 in 85 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,039
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $12,218,636
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
The map below shows states where this firm has explicit registration only.

CA, 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 20 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 24 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 3 years of experience in the finance industry.

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