Michael Beale Banta

Founder at Banta Asset Management LP

55 year

Finance

Consumer Services

Michael Beale Banta active positions

Companies	Position	Start	End
Banta Asset Management LP Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.	Founder	2003-12-31	-

Companies	Position	Start	End
Smith Barney & Co., Inc.	Corporate Officer/Principal	1993-07-31	-

University of Redlands

Undergraduate Degree

International

United States

Operational

Founder	1
Undergraduate Degree	1
Corporate Officer/Principal	1

Sectoral

Finance	3
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Private companies	2
Banta Asset Management LP Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.	Finance
Smith Barney & Co., Inc.	Finance

Private companies

Finance

Smith Barney & Co., Inc.

Finance