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PAN GLOBAL ADVISERS, LLC
650 Town Center Drive
Suite 890
Costa Mesa, California 92626
Tel: 949-878-9410
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 Status | Approved |
|---|---|
| Firm CRD# | 301863 |
| SEC# | 801-115286 |
| Assets Managed by Firm | $200,237,093 |
| No. of Clients | 274 |
| No. of Advisors | 3 |
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 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 |
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