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BANYAN GLOBAL INVESTMENT ADVISORS, LLC
BANYAN GLOBAL INVESTMENT ADVISORS, LLC
BOCA RATON, Florida
·
3 registered advisors
·
CRD# 283264
SEC# 801-107482
0
561-847-3596
01
Firm Overview
AUM
$168M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BANYAN GLOBAL INVESTMENT ADVISORS, LLC
3 registered advisors
Daniel Harry Reich
BOCA RATON, Florida
CRD# 2360208
Kavita Amy Rajoo
BOCA RATON, Florida
CRD# 5015072
Lori Ann Fernicola
BOCA RATON, Florida
CRD# 4224547
05
Office Locations
BOCA RATON, Florida
3 advisors
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Data sourced from SEC Form ADV filings. BANYAN GLOBAL INVESTMENT ADVISORS, LLC (CRD# 283264) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.