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 as SEC-registered since 2017. FINTRX indicates ownership involves both a domestic entity and an individual. The firm's profile on the platform is minimal: it is marked as unclassified and is not identified as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Public disclosures in the source provide no detail on client segments, fee schedules, specific advisory activities, or investment focus, so there is little visibility into how the firm positions its services or what client types it targets.
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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