Banta Asset Management is an investment advisor in Newport Beach with $156.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200875379
SEC advisor number
801-67519
FINRA CRD number
142987
AUM ?
$97.47 mm
(as of 7 Feb 24)
Accounts
217
(as of 7 Feb 24)
Employees
4
(3 investment advisory or research)
Address
Banta Asset Management
517 30TH STREET
NEWPORT BEACH
CA 92663
517 30TH STREET
NEWPORT BEACH
CA 92663
Phone
949-673-9944
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G/A
Veritone, Inc.
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
SC 13G/A
Veritone, Inc.
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22