Guerra Pan Advisors, LLC
Guerra Pan Advisors, LLC is an SEC-registered ria with $210.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Guerra Pan Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313489, SEC 801-120767, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $210.4M (2026-02-10)
- Firm type
- Ria
- Employees
- 2
- Clients
- 85
- CRD
- 313489
- Ownership
- PAN, ANNA, [NO MIDDLE NAME]; GUERRA, ROBERT; GUERRA, ROBERT, Thomas; PAN, ANNA
How much AUM does Guerra Pan Advisors, LLC have?
Guerra Pan Advisors, LLC reported $210.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Guerra Pan Advisors, LLC?
Disclosed owners and executives of Guerra Pan Advisors, LLC include PAN, ANNA, [NO MIDDLE NAME], GUERRA, ROBERT, GUERRA, ROBERT, Thomas, PAN, ANNA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.