Guerra Pan Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313489
- Registered since
- April 14, 2021
- Website
- guerrapanadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.57%
- Individuals7.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Guerra Pan Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Guerra Pan does not list active ESG investing among its practices and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Robert Guerra
PartnerCRD 4419498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$70.8M in ETFs
97%
$68.6M
3%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US SMALL-CAP ETF (SCHA) | Schwab | Passive | Small Blend | $7M | 193,363 | 9.86% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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