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Yong Wang

TRANSGLOBAL ADVISORY, LLC·MONROVIA, California
Unclaimed Profile
185 W CHESTNUT AVE, MONROVIA, CA 91016CRD# 7336815Firm CRD# 168709
01

About

Yong Wang 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
TRANSGLOBAL ADVISORY, LLC
TRANSGLOBAL ADVISORY, LLC
AUM
$40M
Regulatory assets under management
Employees
29
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7336815
Firm CRD# 168709
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yong Wang offer?
Yong Wang specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MONROVIA, California for a consultation.
What are Yong Wang's credentials?
Yong Wang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yong Wang located?
Yong Wang is based in MONROVIA, California, working with TRANSGLOBAL ADVISORY, LLC. Their office serves clients in the MONROVIA metropolitan area and surrounding communities.
How does Yong Wang charge for services?
Yong Wang'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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Other advisors in MONROVIA
Owen Taylor Wilkinson — WILKINSON OWEN T & ASSOCIATES INCDiane Ruth Hoban — WILKINSON OWEN T & ASSOCIATES INCStephen Earl Garrett — STEVE GARRETT AND ASSOCIATES,INC.Philip Chengkuo Hu — TRANSGLOBAL ADVISORY, LLCShiou-Ing Diane Liou — TRANSGLOBAL ADVISORY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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