Guerra Pan Advisors, LLC

Overview

Guerra Pan Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves individuals and families, and its primary fee model is a percentage of assets under management. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Guerra Pan does not position itself as a capital allocator, it is not a multi-state adviser, and it does not identify as an active ESG investor. The firm's asset approach favors public equities and exchange-traded instruments as core building blocks for client portfolios, while supplementing those exposures with third-party products where appropriate. Investment decisions appear oriented toward managed discretionary relationships rather than model licensing or pension consulting.

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Public Holdings

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Location & Offices