Transglobal Advisory, LLC

Overview

Transglobal Advisory, LLC is an SEC-registered limited liability company that provides advisory services to both individuals/families and institutional clients. The firm lists financial planning, portfolio management for individuals and for businesses or institutions, and pension consulting among its advisory activities. It is organized as an individually owned firm and operates across multiple states. Fee arrangements include percentage-of-AUM billing, fixed fees and, in some circumstances, performance-based fees. Transglobal does not identify as an active ESG investor and is not listed as a capital allocator or as a related adviser. The firm maintains affiliations spanning broker-dealer, other investment adviser, accounting, insurance and real estate broker channels, which may support product access and referral relationships. Its regulatory profile shows SEC registration in 2023 and a multi-state advisory footprint.

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