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 first registered with the SEC in 2017. Public profile data offers minimal detail about its business model; regulatory filings list its classification as "Unclassified" and do not describe advisory activities, client segments, or product focus. The firm is not identified as a capital allocator and does not flag itself as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, is not a pension consultant, and does not appear to be a related adviser to another firm.
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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