B
$495.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-22-2012
- Office Locations
- 1
Office Locations
-- Burlington WA
About Banner Investment Consultants
Banner Investment Consultants is a Burlington-based RIA. The firm has been operating for 14 years. Managing $495.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$495.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Platform
Available
Services
Available
Owner & Executives
R
ROBERT MCCLELAND FORETICH
Chief Compliance Officer
- CRD
- #1005748
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $486,107 |
| Non-Discretionary | $495,000 | $6,818,249 |
| Total | $495,000 | $3,199,882 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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