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BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264 · SEC 801-107482
6001 BROKEN SOUND PARKWAY NW, SUITE 426, BOCA RATON, FL, 33487, United States
Phone
561-847-3596
Fax
561-847-3596
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.1M
Discretionary AUM
$161.9M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $5.7M |
| High net worth individuals | 61 | $151.5M |
| Corporations/business entities | 9 | $4.5M |
States served
NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD