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
Qi Fang (CRD# 7325196) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 3 years of experience in the finance industry.
Xin Guo (CRD# 6547597) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 5 years of experience in the finance industry.
Bill Liau (CRD# 5693677) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 7 years of experience in the finance industry.
Shang Chen Lu (CRD# 7828228) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Taipei City, and has 1 year of experience in the finance industry.
Yao Lu (CRD# 7515178) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has 1 year of experience in the finance industry.
Chuanbing Rong (CRD# 6931802) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 5 years of experience in the finance industry.
Yong Wang (CRD# 7336815) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 4 years of experience in the finance industry.
Yang Li Wu (CRD# 7113649) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Cary, NC and has over 4 years of experience in the finance industry.
Chongfen Zhang (CRD# 7555465) is an Investment Advisor Representative working at Transglobal Advisory, LLC in Monrovia, CA and has over 2 years of experience in the finance industry.