Transglobal Advisory, LLC
Transglobal Advisory, LLC (CRD# 168709) is a financial advisory firm headquartered in Monrovia, CA. They manage $39,926,417 in 185 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management40MILLION
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Total Number of Accounts185ACCOUNTS
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Average Account Value$215,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, GA, HI, IL, LA, MA, MD, MI, NC, NJ, NV, NY, PA, TX, WA, WY
Pay-min Chang (CRD# 2299701) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 31 years of experience in the finance industry.
Philip Hu (CRD# 2576527) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 29 years of experience in the finance industry.
Erhwei Huang (CRD# 6930684) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 6 years of experience in the finance industry.
Susan Jen (CRD# 3124578) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 25 years of experience in the finance industry.
Joseph Lee (CRD# 1215252) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 36 years of experience in the finance industry.
Sichen Li (CRD# 6418282) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 9 years of experience in the finance industry.
Shiou-ing Liou (CRD# 4436524) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 22 years of experience in the finance industry.
Sumant Pendharkar (CRD# 6758036) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 7 years of experience in the finance industry.
Chihhan Chen (CRD# 7231850) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has 1 year of experience in the finance industry.
Xiaoxi Chen (CRD# 7712972) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Naperville, IL and has 1 year of experience in the finance industry.