Peter
Banta
Beyond Wealth Management Group, LLC
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About this Advisor
Peter Banta is a financial advisor based in New Paltz, New York, working with Beyond Wealth Management Group, LLC. Peter has previously held positions at organizations including Student, Hudson Valley Renegades, Target, Beyond Wealth Management, Bdo Usa, Llp, Shoprite, Aquaduct Plumbing Services, Kc Engineering And Land Surveying, Beyond Wealth Management Group, LLC, and Rbt Cpa'S, Llp. Peter has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Peter is part of Beyond Wealth Management Group, LLC, which operates out of New Paltz, New York. The firm has 3 employees and manages assets totaling $107.4 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beyond Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beyond Wealth Management Group, LLC Brokerage Details
$107,363,692
3
715
$150,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Peter Banta Work History
Beyond Wealth Management Group, LLC
Kc Engineering And Land Surveying
Bdo Usa, Llp
Rbt Cpa'S, Llp
Shoprite
Aquaduct Plumbing Services
Beyond Wealth Management
Bdo Usa, Llp
Student
Target
Student
Hudson Valley Renegades
Student
Hudson Valley Renegades
Student
Student
Disclosures
Please visit the SEC profile of Peter Banta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beyond Wealth Management Group, LLC
New Paltz, NY
New Paltz, NY
New Paltz, NY
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