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Building 2BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Map pinBOCA RATON, FL
Phone561-847-3596
NotebookSEC #801-107482
Total AUM
$162.1M
Employees
4
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6001 BROKEN SOUND PARKWAY NW
SUITE 426
BOCA RATON
FL 33487
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-847-3596

ReceiptFinancials

Total AUM
$162.1M
Accounts
250
Discretionary
$161.9M
Accounts
225
Non-Discretionary
$224.4K
Accounts
25

ContactClients

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Individual Clients
62
AUM
$5.7M
HNW Individual Clients
61
AUM
$151.5M
Charitable Organization Clients
1
AUM
$358.1K
Corporation or Business Clients
9
AUM
$4.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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