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TRANSGLOBAL ADVISORY, LLC
CRD 168709 · SEC 801-129096
185 W CHESTNUT AVE, MONROVIA, CA, 91016, United States
Phone
626-447-7888
Fax
626-737-6035
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$58.3M
Discretionary AUM
$58.3M
Team
28 total employees; 27 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCASH MANAGEMENT AND ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $18.4M |
| High net worth individuals | 15 | $28.9M |
| Pension/profit sharing plans | 62 | $9.5M |
| Charitable organizations | 1 | $24 |
| Corporations/business entities | 16 | $1.5M |
States served
CA, GA, IL, LA, MD, MA, MI, NV, NJ, NY, NC, PA, WY, WA, TX, HI, FL
All web addresses on file
- https://www.facebook.com/transglobalusa
- https://www.instagram.com/transglobalholding/
- https://transglobaladvisory.com
- https://www.transglobalus.com/
- https://www.linkedin.com/company/transglobal-holding-co/
- https://www.facebook.com/TransGlobalENG/
- https://www.youtube.com/playlist?list=PLRIY2sWx5XBvGSG92jrxkKKeKBGXLw4c8
Official SEC filing: View on IAPD