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Building 2BANYAN PARTNERS, LLC

Map pinPALM BEACH GARDENS, FL
Phone561-630-4600
NotebookSEC #801-67092
Total AUM
$4.6B
Employees
90
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11376 N JOG ROAD
SUITE 101
PALM BEACH GARDENS
FL 33418
United States
Operating Hours
9 - 5 PM
Monday - Friday
Phone
561-630-4600

ReceiptFinancials

Total AUM
$4.6B
Accounts
5,392
Discretionary
$3.7B
Accounts
5,142
Non-Discretionary
$869M
Accounts
250

ContactClients

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
INVESTMENT CONSULTING, WEALTH MANAGMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES, ADDITIONAL SERVICES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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