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GUERRA PAN ADVISORS, LLC

· CRD 313489 · IAPD ↗ · guerrapanadvisors.com · (917) 599-9596

$210.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — GUERRA PAN ADVISORS, LLC reported RAUM up 27% ($125.4M -> $158.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.