Banyan Tree Asset Management, LLC

Banyan Tree Asset Management, LLC (CRD# 168384) is a financial advisory firm headquartered in Torrance, CA. They manage $1,059,168,309 in 94 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
21250 Hawthorne Blvd, Suite 550, Torrance, CA 90503
https://www.banyantree-llc.com
By the Numbers
  • Total Assets Under Management
    1,059
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $11,267,748
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 Goldberg, financial advisor Torrance CA
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 21 years of experience in the finance industry.

2
Kenneth Naehu, financial advisor Torrance CA
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, financial advisor Torrance CA
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.

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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