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BANSK GROUP LLC

NEW YORK, NY · CRD 312320 · IAPD ↗ · banskgroup.com · (646) 757-9137

$5.48BRegulatory AUM
21Advisory reps
25Employees
0Clients
n/aPlanning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — BANSK GROUP LLC reported RAUM up 70% ($3.22B -> $5.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — BANSK GROUP LLC grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — BANSK GROUP LLC reported RAUM up 43% ($2.24B -> $3.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — BANSK GROUP LLC grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — BANSK GROUP LLC reported RAUM up 65% ($1.36B -> $2.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — BANSK GROUP LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.