Gwan Global Services, Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gwan Global Services, Corp. provides ongoing portfolio management and financial planning services tailored to individuals, high‑net‑worth individuals, charitable organizations and business entities. The firm documents client goals and risk tolerance in an Investment Policy Statement and can provide both discretionary and non‑discretionary management and periodic account reviews.
The firm’s investment process draws on multiple analysis methods—including fundamental, quantitative, technical and modern portfolio theory—and it implements long‑term and short‑term trading as well as options strategies. The brochure discloses that qualified clients may be offered performance‑based fee arrangements with a high‑water‑mark feature, and that clients are required to use a specified custodian for trade execution.
Several operational and affiliation details set the firm apart from many peers: its principals are licensed insurance agents who may receive outside compensation for insurance sales and the firm discloses procedures to address that conflict of interest. The brochure also notes the firm does not aggregate trades across clients, requires use of a particular broker‑dealer, discloses other non‑advisory business activities by principals, and as of December 2025 reports no assets under management.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.15% $5,000,001+: 1.00%
Insurance products commissions received by licensed insurance agent; commissions are not primary source of compensation.
Up to $400 per hour, negotiable.
Annual fee of 1.00% of assets under management plus 18%-20% performance fee on capital appreciation with high water mark; fees are negotiable.
Main office
Elk Grove CA
Advisors at this office
1
Most active in
California
Also doing business as
Gwan Global Financial Advisors · Gwan Global Services Corp · Gwan Global Services, Corp. · Gwangloba Financial Advisors · Rental · Rn
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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