BANTA ASSET MANAGEMENT LP
Tel: 949-673-9944 517 30th Street Newport Beach, California 92663
About BANTA ASSET MANAGEMENT LP
BANTA ASSET MANAGEMENT LP is a Newport Beach, California based financial advisory firm with nearly $114,556,231 in assets under management and provides investment advisory services for 216 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
142987
Firm SEC#:
801-67519
Assets Under Management:
$114,556,231
No. of Clients:
216
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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