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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2014
- Office Locations
- 16
Office Locations
About Transglobal Advisory, LLC
TransGlobal Advisory, LLC is part of TransGlobal Holding Company, offering a one-stop platform that combines advisory and asset management with retirement planning, tax planning/accounting, trust and family office services, plus insurance, mortgage/refi and real estate support. Investment solutions can include ETFs and mutual funds. Distribution reach is amplified by an affiliated network of 5,000+ independent agents nationwide and custody relationships including Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILIP CHENGKUO HU
Chief Executive Officer, President
- CRD
- #2576527
- Ownership
- 75% or more
SHIOU-ING DIANE LIOU
Certified Financial Planner
- CRD
- #4436524
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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PAY-MIN IRENE CHANG
Branch Manager
- CRD
- #2299701
Francis Choy
--
- CRD
- #7037695
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,340,309 | $302,281 |
| Non-Discretionary | $0 | -- |
| Total | $58,340,309 | $302,281 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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