Kenneth
Naehu

Banyan Tree Asset Management, LLC

CRD#1948458
Investment Advisor
in Torrance, CA

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About this Advisor

Kenneth Naehu is a financial advisor based in Torrance, California, working with Banyan Tree Asset Management, LLC. Kenneth has previously held a position at Banyan Tree Asset Management, LLC. Kenneth has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Minnesota, and Texas. Currently, Kenneth is part of Banyan Tree Asset Management, LLC, which operates out of Torrance, California. The firm has 5 employees and manages assets totaling $1.1 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Banyan Tree Asset Management, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

21250 Hawthorne Blvd Suite 550
Torrance, CA 90503-5517

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Banyan Tree Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,059,168,309

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

94

CA Average: 3,727
Average Account Size

$11,267,748

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kenneth Naehu Work History

2013 - Present (11 years)

Banyan Tree Asset Management, LLC

Disclosures

Please visit the SEC profile of Kenneth Naehu 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

Kenneth Naehu
Torrance, CA
Brian Goldberg
Torrance, CA

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