Guerra Pan Advisors, LLC

Overview

Guerra Pan Advisors, LLC is an independent registered investment adviser that focuses on wealth management for individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Guerra Pan Advisors registered with the SEC in 2021 and is organized as a limited liability company owned by an individual principal. The adviser emphasizes equity exposure rather than ESG mandates and does not identify as a multi-state or pension consultant adviser. It describes its client base as individual and family investors rather than institutional or capital-allocating clients.

Assets & Accounts

Public Holdings

Investments & Alternatives