Transglobal Advisory, LLC
● SEC registered since 2023CRD 168709SEC# 801-129096Monrovia, CA
Reg. AUM
$58.3M
Employees
28
Accounts
193
Location
Monrovia, CA
Transglobal Advisory, LLC assets under management
Transglobal Advisory, LLC is an investment advisory firm registered with the SEC based in Monrovia, CA. The firm has been registered since 2023. It reports $58.3 million in regulatory assets under management and employs 28 people.
Transglobal Advisory, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Junhua Liao Control | Chief Investment Officer & Chief Operations Officer | Under 5% | 2025 |
| Philip Chengkuo Hu Control | Chief Executive Officer | Over 75% | 2013 |
| Shiou-Ing Diane Liou | Shareholder | 10-25% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Transglobal Advisory, LLC manage?
Transglobal Advisory, LLC reports $58.3 million in regulatory assets under management on its Form ADV.
How many employees does Transglobal Advisory, LLC have?
Transglobal Advisory, LLC reports 28 employees.
Where is Transglobal Advisory, LLC located?
Transglobal Advisory, LLC is based in Monrovia, CA and has been SEC-registered since 2023.
Does Transglobal Advisory, LLC disclose fund performance?
Transglobal Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 185 W Chestnut Ave, Monrovia, CA 91016 |
| Phone | 626-447-7888 |
| Fax | 626-737-6035 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$58.3M▲ 46%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$58.3Mregulatory AUM
Discretionary $58.3M