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Building 2PAN GLOBAL ADVISERS, LLC

Map pinNEWPORT BEACH, CA
Phone949-878-9410
NotebookSEC #801-115286
Total AUM
$270.5M
Employees
3
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4590 MACARTHUR BLVD., SUITE 175
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
949-878-9410
Other Offices
1

ReceiptFinancials

Total AUM
$270.5M
Accounts
300
Discretionary
$177M
Accounts
295
Non-Discretionary
$93.4M
Accounts
5

ContactClients

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Individual Clients
19
AUM
$6.7M
HNW Individual Clients
1
AUM
$13.4M
Pooled Vehicle Clients
1
AUM
$17.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$83.6M
Investment Advisor Clients
1
AUM
$148.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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