Guerra Pan Advisors, LLC
Guerra Pan Advisors, LLC (CRD# 313489) is a financial advisory firm headquartered in Montclair, NJ. They manage $158,791,242 in 265 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management159MILLION
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Total Number of Accounts265ACCOUNTS
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Average Account Value$599,212
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NH, NJ, NY
Financial Advisors at Guerra Pan Advisors, LLC
1
Robert Guerra (CRD# 4419498) is an Investment Advisor Representative working at Guerra Pan Advisors, LLC in Montclair, NJ and has over 22 years of experience in the finance industry.
2
Anna Pan (CRD# 2933146) is an Investment Advisor Representative working at Guerra Pan Advisors, LLC in Repulse Bay, and has over 26 years of experience in the finance industry.
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