Chihhan
Chen
Transglobal Advisory, LLC
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About this Advisor
Chihhan Chen is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Chihhan has previously held positions at Roanoke Capital Management LLC, Tee Investment Services LLC, Tylion Investment Management LLC, Typhos Investment Management LLC, and Transglobal Advisory LLC. Chihhan is registered to provide services in California, Hawaii, Louisiana, New York, Texas, and Wyoming. Currently, Chihhan is part of Transglobal Advisory, LLC, which operates out of Monrovia, California. The firm has 14 offices and 32 employees. The firm manages assets totaling $39.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Transglobal Advisory, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transglobal Advisory, LLC Brokerage Details
$39,926,417
32
185
$215,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Chihhan Chen Work History
Transglobal Advisory LLC
Typhos Investment Management LLC
Tylion Investment Management LLC
Tee Investment Services LLC
Roanoke Capital Management LLC
Disclosures
Please visit the SEC profile of Chihhan Chen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transglobal Advisory, LLC
Cary, NC
Monrovia, CA
Monrovia, CA
Monrovia, CA
Naperville, IL
Monrovia, CA
Monrovia, CA
Monrovia, CA
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