Guerra Pan Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$210,424,169
Clients
85
56% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
85
HighAverage account size
$2,475,578
About
Guerra Pan provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts and estates. Services include customized portfolio management (both discretionary and non‑discretionary), asset allocation, retirement‑account advice, and planning consultations using ETFs, mutual funds and individual equities.
The firm constructs portfolios using a combination of fundamental and technical analysis and an internal due‑diligence process, with a general long‑term orientation while permitting shorter‑term trades for rebalancing or liquidity needs. Guerra Pan evaluates legacy holdings for tax or fit considerations, implements client‑directed investment restrictions when accepted, and conducts regular account monitoring under its fiduciary standard.
Guerra Pan manages approximately $210 million in discretionary client assets, a scale that places it among a small minority of supported firms that exceed $200 million in assets per advisor. The firm maintains an institutional relationship with a major custodian that provides technology, trading and operational support—access that the advisor cites as broadening available investment options and back‑office capabilities.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
0.50% to 1.25% annually (negotiable based on several factors including assets, complexity, and relationship)
Fee-only: Wealth management fees based on percentage of assets under management; no commissions or other fee types charged.
Main office location
Guerra Pan Advisors, LLC
Montclair NJ, United States
Number of offices
1
Most active in
Guerra Pan Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · New Hampshire · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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