650 Town Center Drive
Suite 890
Costa Mesa, California 92626
Tel: 949-878-9410
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 301863 |
SEC# | 801-115286 |
Assets Managed by Firm | $200,237,093 |
No. of Clients | 274 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 274 | $200,237,093 |
Individuals (other than high net worth individuals) | 11 | $2,301,525 |
High net worth individuals | Fewer than 5 clients | $9,387,017 |
Pension and profit sharing plans | Fewer than 5 clients | $647,498 |
Charitable organizations | Fewer than 5 clients | $68,531,569 |
Other investment advisers | Fewer than 5 clients | $98,921,788 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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