Transglobal Advisory, LLC

Overview

Transglobal Advisory, LLC is a multi-state, SEC-registered advisory firm that also functions within an insurance broker-dealer framework. The firm is individually owned and began SEC registration in 2023. Its client mix includes both individuals and families as well as institutional relationships, and its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Transglobal does not classify itself as a capital allocator and does not position ESG investing as an active focus.

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Location & Offices