← Back to searchVisit website
BANYAN ASSET MANAGEMENT, INC.
CRD 123204
1585 PINE RIDGE ROAD, SUITE 2, NAPLES, FL, 34109, United States
Phone
888-584-0400
Fax
888-584-0401
Registration
— (—)
Source
State registered
Total AUM
$27.0M
Discretionary AUM
$27.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $10.5M |
| High net worth individuals | 9 | $16.6M |
All web addresses on file
Official SEC filing: View on IAPD