Transglobal Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Monrovia, CA. Its latest Form ADV filing, dated March 26, 2026, reports $58M in regulatory assets under management, 28 employees, 15 offices, and 193 accounts.
Top client segmentIndividuals represent 51.3% of total clients.
Top client categories% of clientsClients
1
Individuals
51.3%
99
2
Pension Plans
32.1%
62
3
Corporations
8.3%
16
4
HNWI
7.8%
15
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$58Mas of March 26, 2026
Discretionary100.0%
$58M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$58M
Total Accounts193
10Y AUM Change+$40M (+222.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee7:1
10Y Employee Change-6 (-17.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.