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).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $215,818
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, HI, IL, LA, MA, MD, MI, NC, NJ, NV, NY, PA, TX, WA, WY

Financial Advisors at Transglobal Advisory, LLC
Showing 11 - 19 of 19 top financial advisors.
11
Qi Fang
CRD#: 7325196
185 W Chestnut Ave, Monrovia, CA 91016

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.

12
Xin Guo
CRD#: 6547597
185 W Chestnut Ave, Monrovia, CA 91016

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.

13
Bill J. Liau
CRD#: 5693677
185 W Chestnut Ave, Monrovia, CA 91016

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.

14
Shang Chen Lu
CRD#: 7828228
6f.-3, No. 131, Hanzhong St., Wanhua Dist., Taipei City, 10800

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.

15
Yao Lu
CRD#: 7515178
185 W Chestnut Ave, Monrovia, CA 91016

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.

16
Chuanbing Rong
CRD#: 6931802
185 W Chestnut Ave, Monrovia, CA 91016

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.

17
Yong Wang
CRD#: 7336815
185 W Chestnut Ave, Monrovia, CA 91016

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.

18
Yang Li Wu
CRD#: 7113649
Cary, NC

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.

19
Chongfen Zhang
CRD#: 7555465
185 W Chestnut Ave, Monrovia, CA 91016

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.

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