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BANYAN PARTNERS, LLC
BANYAN PARTNERS, LLC
PALM BEACH GARDENS, Florida
·
3 registered advisors
·
CRD# 141398
SEC# 801-67092
561-630-4600
01
Firm Overview
AUM
$4.6B
Regulatory assets under management
Employees
90
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: CONSULTING FEES, ADDITIONAL SERVICES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BANYAN PARTNERS, LLC
3 registered advisors
David Newton Bottoms
PALM BEACH GARDENS, Florida
CRD# 1633443
Edward Eskandarian
PALM BEACH GARDENS, Florida
CRD# 6148946
Michael Guy Blackmon
PALM BEACH GARDENS, Florida
CRD# 844779
05
Office Locations
PALM BEACH GARDENS, Florida
3 advisors
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Data sourced from SEC Form ADV filings. BANYAN PARTNERS, LLC (CRD# 141398) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.