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GUERRA PAN ADVISORS, LLC
CRD 313489 · SEC 801-120767
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.4M
Discretionary AUM
$210.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $15.6M |
| High net worth individuals | 48 | $194.8M |
States served
CA, NJ, NY, NH
All web addresses on file
Official SEC filing: View on IAPD