Banyan Tree Asset Management, LLC

Banyan Tree Asset Management, LLC (CRD# 168384) is a financial advisory firm headquartered in Los Angeles, CA. They manage $493,422,333 in 52 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    493
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $9,488,891
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at Banyan Tree Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian R. Goldberg
CRD#: 4095279
11111 Santa Monica Blvd, Suite 1850, Los Angeles, CA 90025
93
Wealthminder
score

Brian Goldberg (CRD# 4095279) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

2
Kenneth N. Naehu
CRD#: 1948458
11111 Santa Monica Blvd, Suite 1850, Los Angeles, CA 90025
93
Wealthminder
score

Kenneth Naehu (CRD# 1948458) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

3
Michael A. Sanchez
CRD#: 1447606
11111 Santa Monica Blvd, Suite 1850, Los Angeles, CA 90025
81
Wealthminder
score

Michael Sanchez (CRD# 1447606) is an Investment Advisor Representative working at Banyan Tree Asset Management, LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.

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