BANTA Asset Management

BANTA Asset Management

  • 517 30th St
  • Newport Beach, California
  • 92663-3713

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Description

Banta is unique among wealth management firms. We combine high-touch personalized planning services with hands-on independent investment management. We manage your money directly instead of turning it over to a third party. Independence defines everything we do: our investment style, our planning strategies, our advice and our thinking.

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