Chasen
Volkel
Banyan Tree Asset Management, LLC
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About this Advisor
Chasen Volkel is a financial advisor operating in Torrance, California who has 3 years of industry experience. Volkel currently works for Banyan Tree Asset Management, LLC. Throughout their career, they have worked at Banyan Tree Asset Management, Dimensional Fund Advisors, Dimensional Fund Advsiors, Full Time Education and Extend Travel. Volkel has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Banyan Tree Asset Management, LLC is a registered investment company that has its headquarters in Torrance, CA. It handles $1 billion in assets under management across its 85 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 85 customer accounts, 100% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Banyan Tree Asset Management, Llc offers portfolio management for individuals and small businesses. Financial management fees are based on which services are provided. Fee types charged by Banyan Tree Asset Management, LLC likely are comprised of some blend of 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
Chasen Volkel Work History
Chasen has been registered as a financial advisor for 3 years.*
Banyan Tree Asset Management
Dimensional Fund Advisors
Extend Travel
Dimensional Fund Advsiors
Full Time Education
Full Time Education
Extend Travel
Full Time Education
*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 Chasen Volkel 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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