TRANSGLOBAL ADVISORY, LLC

MONROVIA, California·6 registered advisors·CRD# 168709
SEC# 801-12909614626-447-7888
01

Firm Overview

AUM
$40M
Regulatory assets under management
Employees
29
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at TRANSGLOBAL ADVISORY, LLC

6 registered advisors
Chihhan Chen
MONROVIA, California
Joseph Hsioh-Tsuei Lee
MONROVIA, California
Philip Chengkuo Hu
MONROVIA, California
Shiou-Ing Diane Liou
MONROVIA, California
Xiaoxi Chen
MONROVIA, California
Yong Wang
MONROVIA, California
05

Office Locations

MONROVIA, California
6 advisors

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Data sourced from SEC Form ADV filings. TRANSGLOBAL ADVISORY, LLC (CRD# 168709) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.