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Yao Lu

Transglobal Advisory, LLC

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About Yao Lu

Yao Lu is an investment advisor representative registered with Transglobal Advisory, LLC. Yao is also a Chartered Financial Analyst. Yao has been registered with the state of California since January 31, 2023. Yao specializes in financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. Yao has experience in the financial services industry since March 2012. Yao Lu and Transglobal Advisory, LLC provide investment advisory services to high net worth individuals, charitable organizations, corporations, and other businesses. The firm also provides investment advisory services to pooled investment vehicles. The firm has assets under management of $39,926,417.

Firm Information

Yao Lu is currently registered with Transglobal Advisory, LLC. Transglobal Advisory, LLC is an investment advisor headquartered in Monrovia, CA. The firm manages approximately $39.9 million in assets for 185 accounts, including individuals, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management, and cash management and estate planning.
Transglobal Advisory, LLC

185 W CHESTNUT AVE

MONROVIA, CA 91016

$39.93M

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash management and estate planning

Cash management and estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Yao Lu’s Registration & Firm History

CA

01/31/2023 - Present

Transglobal Advisory, LLC (MONROVIA CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yao Lu.
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