Banyan Tree Securities, LLC
Firm details
- Headquarters
- Torrance, California
- CRD number
- 171479
- Registered since
- March 30, 2017
- Website
- www.banyantree-llc.com
Firm profile
FINTRXOverview
Banyan Tree Securities, LLC is a limited liability company that has been SEC-registered since 2017. Public records classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, does not report active ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset provides little detail about specific business lines, advisory activities, fee schedules, or client types.
Assets & Accounts
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
Owners & executives
1 of 1
Jeannette Gaston
Founder and CEOCRD 2500225
Contacts
3 of 3
Adam Werthmuller
Credit AnalystCRD 7356606

Brian Goldberg
Managing DirectorCRD 4095279

Kenneth Naehu
Managing DirectorCRD 1948458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 21250 Hawthorne Blvd
- Time zone
- PT (UTC-8)
- Office locations
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