Banner Investment Consultants
RIASEC 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
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Banner Investment Consultants operates as a sole proprietorship under individual ownership and focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and does not present itself as a multi-state adviser, pension consultant, or active ESG investor. Its client base is concentrated on individual and family clients, and the adviser appears to deliver advisory services without exercising broad discretionary authority over client assets.
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
1 of 1Robert Foretich
Chief Compliance OfficerCRD 1005748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations