$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Horizon meridianUnison foundation
- Established Date
- 11-22-2002
- Office Locations
- 1
Office Locations
1585 Pine Ridge Road, Suite 2 Naples FL
About Banyan Asset Management, Inc.
Banyan Asset Management, Inc. is an independent RIA providing discretionary, personalized investment management for a select retail client base. Portfolios are aligned to each client’s objectives and risk profile using a value-based, conservative-growth approach, with meaningful use of ETFs (and some mutual funds). Primary custody is with Charles Schwab.
Team overview
50 AVG AGE
$27.0M AVG AUM / ADVISOR
$901.4K AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Asset Classes
Signal oak Pioneer
Custodian
Ember Harbor Matrix momentum
Investment Themes
Ridge momentum
Investment Vehicles
Summit harbor Summit bridge
Platform
Meridian ember
Services
Value Glacier insight Horizon capital Glacier vector Matrix pioneer Eagle
Technology
Glacier crest Atlas element
Owner & Executives
F
FRANK CHRISTOPHER FONTANA
President
- CRD
- #4594913
- Ownership
- Less than 5%
(433) 618-9017
harbor.element@unisoncapital.com
in linkedin.com/in/delta-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,043,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,043,370 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,043,370
Equity - Exchange:
19.2% Cash:
35.9% Public Funds:
44.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,482,831,146 | 19.2% |
| Cash | $2,772,585,320 | 35.9% |
| Public Funds | $3,467,662,421 | 44.9% |
| Total | $7,723,078,887 | 100.0% |