Banner Investment Consultants
RIAState Registered
Total AUM
$495K
Discretionary
$0
0% of AUM
Avg account
$495K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 106439
- Registered since
- June 29, 2012
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Banner Investment Consultants is a Washington-based, sole-proprietor independent RIA that provides fee-based portfolio management to individuals and small businesses. The firm is structured as an individual-owned advisory practice and charges clients as a percentage of assets under management. Banner does not position itself as a capital allocator; instead it manages client portfolios directly and brings in outside managers when implementing certain allocations. The firm does not market itself as an ESG investor and is not set up as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds45%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations