Overview
Assets Under Management: $220 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 277
Discretionary Accounts: 277
Regulatory Filings
CRD Number: 108123
Last Filing Date: 2025-02-24 00:00:00
Website: https://banyancapital.com