Overview
Assets Under Management: $159 million
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
GUERRA PAN ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313489), GUERRA PAN ADVISORS, LLC is subject to fiduciary duty under federal law.
GUERRA PAN ADVISORS, LLC serves 42 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, GUERRA PAN ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GUERRA PAN ADVISORS, LLC manages $159 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, GUERRA PAN ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 265
Discretionary Accounts: 265
Regulatory Filings
CRD Number: 313489
Last Filing Date: 2024-03-05 00:00:00
Website: https://guerrapanadvisors.com