Unclaimed Profile

Philip Chengkuo Hu

TRANSGLOBAL ADVISORY, LLC·MONROVIA, California

Clean recordTRANSGLOBAL ADVISORY, LLC

185 W CHESTNUT AVE, MONROVIA, CA 91016CRD# 2576527Firm CRD# 168709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Chengkuo Hu · MONROVIA, CA

Registration

CRD #2576527 · TRANSGLOBAL ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Philip Chengkuo Hu is a registered financial advisor based in MONROVIA, California, affiliated with TRANSGLOBAL ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRANSGLOBAL ADVISORY, LLC

AUM

$40M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRANSGLOBAL ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2576527

Firm CRD# 168709

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Chengkuo Hu offer?

Philip Chengkuo Hu specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MONROVIA, California for a consultation.

What are Philip Chengkuo Hu's credentials?

Philip Chengkuo Hu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Chengkuo Hu located?

Philip Chengkuo Hu is based in MONROVIA, California, working with TRANSGLOBAL ADVISORY, LLC. Their office serves clients in the MONROVIA metropolitan area and surrounding communities.

How does Philip Chengkuo Hu charge for services?

Philip Chengkuo Hu's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSGLOBAL ADVISORY, LLC?

TRANSGLOBAL ADVISORY, LLC has approximately 29 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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