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Building 2GUERRA PAN ADVISORS, LLC

Map pin
Phone(917) 599-9596
NotebookSEC #801-120767
Total AUM
$210.4M
Employees
2
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(917) 599-9596

ReceiptFinancials

Total AUM
$210.4M
Accounts
298
Discretionary
$210.4M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$15.6M
HNW Individual Clients
48
AUM
$194.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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