Philip
Hu
Transglobal Advisory, LLC
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About this Advisor
Philip Hu is a financial advisor based in Monrovia, California, working with Transglobal Advisory, LLC. Philip has previously held positions at Globalink Securities, Inc, Transglobal Advisory, LLC, Transglobal Insurance Agency, Inc, Grand Resource Financial, LLC, Investors Trust Assurance, Trans Sino, LLC, Mcb Capital, Inc, Transglobal Education Group, Golden Star Inc, Dba Transglobal Lending, Transglobal Retirement Services Inc, Transglobal Payroll Services Inc, Transglobal Private Lending Inc, and Transglobal Tax Services LLC. Philip has passed the Series 63 regulatory exam and is registered to provide services in California, Hawaii, Massachusetts, Nevada, New Jersey, New York, Pennsylvania, Texas, and Washington. Currently, Philip 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
Philip Hu Work History
Transglobal Payroll Services Inc
Transglobal Private Lending Inc
Transglobal Education Group
Transglobal Retirement Services Inc
Transglobal Tax Services LLC
Trans Sino, LLC
Golden Star Inc, Dba Transglobal Lending
Grand Resource Financial, LLC
Investors Trust Assurance
Transglobal Advisory, LLC
Globalink Securities, Inc
Transglobal Insurance Agency, Inc
Mcb Capital, Inc
Disclosures
Please visit the SEC profile of Philip Hu 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
Monrovia, CA
Monrovia, CA
Monrovia, CA
Naperville, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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