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 organized as a limited liability company and is listed in FINTRX with a domestic entity/individual ownership structure. The firm is labeled as "unclassified" in the dataset and provides very limited public detail about its business model, client focus, or advisory activities. The FINTRX record indicates the firm does not identify itself as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser, pension consultant, or related adviser to another registered entity. Those entries suggest a narrow public footprint and little disclosed activity in the dataset.
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
Brian Goldberg
Managing DirectorCRD 4095279

Kenneth Naehu
Managing DirectorCRD 1948458

Adam Werthmuller
Credit AnalystCRD 7356606
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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