Pan Global Advisers, LLC

Pan Global Advisers, LLC is a financial advisory firm established in 2018 and based in Costa Mesa, CA. The firm specializes in Tax Efficient Asset Management Solution, Inc. and is led by Evan Pan, the Managing Member and Chief Investment Officer. Pan Global manages over $141 million on a discretionary basis and $84 million on a non-discretionary basis as of December 31, 2024. The firm offers investment management services tailored to individual client needs, including personalized investment portfolios based on client goals and risk tolerance. Clients may impose reasonable restrictions on investments, and fees are tiered based on assets under management, ranging from 0.55% to 1.00% annually. Additionally, the firm provides sub-advisory services to TEAMS and offers financial planning services at an hourly rate. Pan Global acts as a fiduciary, putting clients' interests first, and clients have investment discretion with the ability to set restrictions. The firm does not receive compensation from third parties and maintains a Business Continuity Plan for disaster recovery. Evan Pan, with extensive financial experience, holds a CFA designation and oversees the firm's operations. Clients are assured of data protection and confidentiality through physical, procedural, and electronic safeguards. Pan Global does not vote client proxies and does not have custody of client funds. The firm's Privacy Notice outlines how personal information is collected, shared, and protected.