Brian
Goldberg
Banyan Tree Asset Management, LLC
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About this Advisor
Brian Goldberg is a financial advisor who works in Torrance, California with a total of 10 years of relevant experience. Goldberg is an employee of Banyan Tree Asset Management, LLC. The advisor has gained experience at Bel Air Investment Advisors LLC, Bel Air Securities LLC, Banyan Tree Asset Management, LLC and Banyan Tree Securities, LLC. Goldberg holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California, Kentucky, Minnesota and Texas. Banyan Tree Asset Management, LLC is a financial advisory business operating out of Torrance, CA. It has $1 billion in total assets between its 85 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 85 client accounts, 100% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides portfolio management for individuals and small businesses. Fees for financial advisory services usually are based on the type of financial services. However, fee types billed by Banyan Tree Asset Management, LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Banyan Tree Asset Management, LLC Brokerage Details
$1,038,584,076
5
85
$12,218,636
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Brian Goldberg Work History
Brian has been registered as a financial advisor for 10 years.*
Banyan Tree Asset Management, LLC
Banyan Tree Securities, LLC
Bel Air Securities LLC
Bel Air Investment Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Goldberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Banyan Tree Asset Management, LLC
Torrance, CA
Torrance, CA
Torrance, CA
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