TRANSGLOBAL ADVISORY, LLC - Financial Advisor in California, Monrovia

Tel: 626-447-7888 185 W Chestnut Ave Monrovia, California 91016

About TRANSGLOBAL ADVISORY, LLC

TRANSGLOBAL ADVISORY, LLC is a Monrovia, California based financial advisory firm with nearly $46,814,305 in assets under management and provides investment advisory services for 226 clients. There are currently 29 financial advisors at the firm.

General Information

Firm CRD#:

168709

Firm SEC#:

801-129096

Assets Under Management:

$46,814,305

No. of Clients:

226

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CASH MANAGEMENT AND ESTATE PLANNING)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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Top Financial Advisory Firms in California, Monrovia

FirmCRD#:152316

SEC#:801-131495

No. of Advisors:2

No. of Clients:392

AUM:$158,618,888

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

O'CONNOR WEALTH MANAGEMENT, INC.

152316

801-131495

392

$158,618,888

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