TRANSGLOBAL ADVISORY, LLC

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

About TRANSGLOBAL ADVISORY, LLC

TRANSGLOBAL ADVISORY, LLC, formally registered with the SEC as TRANSGLOBAL ADVISORY, LLC. The firm was established in 11/30/2023. They have over 15 offices throughout the country.

TRANSGLOBAL ADVISORY, LLC is a Monrovia, California based Financial Planning firm with nearly $46,814,305 assets under management, offering retirement planning & investment advisory services to 226 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168709
SEC#	801-129096
Assets Managed by Firm	$46,814,305
No. of Clients	226
No. of Advisors	29

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	226	$46,814,305
Individuals (other than high net worth individuals)	127	$24,100,734
High net worth individuals	10	$16,758,744
Charitable organizations	1	$849,909
Corporations or other businesses	5	$2,318,379

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