CRD: 283264
Banyan Global Investment Advisors, LLC
$162.1M Total AUM
$161.9M Disc. AUM
3.2% 3Y CAGR
4 Employees
132 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorPrime frontier +more
- Established Date
- 03-23-2016
- Office Locations
- 1
Office Locations
6001 Broken Sound Parkway NW Suite 426 Boca Raton FL
About Banyan Global Investment Advisors, LLC
Banyan Global Investment Advisors, LLC is a Boca Raton, FL RIA providing comprehensive financial planning, retirement planning, and investment/wealth management, with dedicated special needs planning and guidance on federal and local programs. The firm builds custom long-term strategies and portfolios, with a tilt toward ETFs and high-quality fixed income (municipal and U.S. government bonds). Custody includes Charles Schwab.
Team overview
-- AVG AGE
$81.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Optima Signal Alpha
Client Personas
Vital Horizon
CRM
Oak unison
Custodian
Foundation Timber catalyst Delta Wave
Investment Themes
Peak north Unison Wave horizon
Investment Vehicles
Vital pioneer Atlas delta
Services
Fusion horizon Beacon capital Radial Oak Summit beacon Vital
Technology
Meridian legacy Capital atlas Quantum Value
Owner & Executives
DANIEL HARRY REICH
Managing Member
- CRD
- #2360208
- Ownership
- 75% or more
(283) 557-5152
horizon.glacier@summitcapital.com
in linkedin.com/in/harbor-legacy
KATHERINE RAMIREZ
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(234) 418-5406
crest.pathway@northcapital.com
in linkedin.com/in/alpha-glacier
Showing 2 of 2 owners & executives
Unlock allContacts
DAVID RICHARD HOFER
--
- CRD
- #2024691
(706) 564-8401
vital.bridge@quantumcapital.com
in linkedin.com/in/pathway-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,851,682 | $719,341 |
| Non-Discretionary | $224,389 | $8,976 |
| Total | $162,076,071 | $648,304 |
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Separately Managed Accounts
Total SMA Asset: $162,076,071
Equity - Exchange:
27.9% Municipal Bonds:
29.6% U.S. Government/Agency:
31.1% Cash:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,165,011,827 | 27.9% |
| Municipal Bonds | $2,296,930,111 | 29.6% |
| U.S. Government/Agency | $2,413,328,596 | 31.1% |
| Cash | $884,628,489 | 11.4% |
| Total | $7,759,899,023 | 100.0% |