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David Newton Bottoms

BANYAN PARTNERS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
11376 N JOG ROAD, PALM BEACH GARDENS, FL 33418CRD# 1633443Firm CRD# 141398
01

About

David Newton Bottoms is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with BANYAN PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BANYAN PARTNERS, LLC
BANYAN PARTNERS, LLC
AUM
$4.6B
Regulatory assets under management
Employees
90
Total firm employees
View all advisors at BANYAN PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: CONSULTING FEES, ADDITIONAL SERVICES
Regulatory
SEC/IARD CRD# 1633443
Firm CRD# 141398
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Newton Bottoms offer?
David Newton Bottoms specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are David Newton Bottoms's credentials?
David Newton Bottoms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Newton Bottoms located?
David Newton Bottoms is based in PALM BEACH GARDENS, Florida, working with BANYAN PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does David Newton Bottoms charge for services?
David Newton Bottoms's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: consulting fees, additional services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANYAN PARTNERS, LLC?
BANYAN PARTNERS, LLC has approximately 90 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALM BEACH GARDENS
Peter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Edward Eskandarian — BANYAN PARTNERS, LLCChang Young Kim — VOLATILITY SHARES LLCTodd Edmund Wiench — IMPERIAL CAPITAL ASSET MANAGEMENT LLCDavid Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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