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PAN GLOBAL ADVISERS, LLC

650 Town Center Drive
Suite 890
Costa Mesa, California 92626
Tel: 949-878-9410

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About PAN GLOBAL ADVISERS, LLC

PAN GLOBAL ADVISERS, LLC, formally registered with the SEC as PAN GLOBAL ADVISERS, LLC. The firm was established in 05/15/2019. They have over 2 offices throughout the country.

PAN GLOBAL ADVISERS, LLC is a Costa Mesa, California based Financial Planning firm with nearly $200,237,093 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301863
SEC#801-115286
Assets Managed by Firm$200,237,093
No. of Clients274
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total274$200,237,093
Individuals (other than high net worth individuals)11$2,301,525
High net worth individualsFewer than 5 clients$9,387,017
Pension and profit sharing plansFewer than 5 clients$647,498
Charitable organizationsFewer than 5 clients$68,531,569
Other investment advisersFewer than 5 clients$98,921,788

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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FRANKLIN ADVISERS, INC.
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$467,015,634,91318979408

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