TRANSCEND CAPITAL ADVISORS, LLC

7 Giralda Farms
Suite 300
Madison, New Jersey 07940
Tel: (973) 370-3203

About TRANSCEND CAPITAL ADVISORS, LLC

TRANSCEND CAPITAL ADVISORS, LLC, formally registered with the SEC as TRANSCEND CAPITAL ADVISORS, LLC. The firm was established in 12/12/2018. They have over 3 offices throughout the country.

TRANSCEND CAPITAL ADVISORS, LLC is a Madison, New Jersey based Financial Planning firm with nearly $2,857,163,070 assets under management, offering retirement planning & investment advisory services to 4468 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299723
SEC#	801-114435
Assets Managed by Firm	$2,857,163,070
No. of Clients	4468
No. of Advisors	39

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4468	$2,857,163,070
Individuals (other than high net worth individuals)	587	$231,348,971
High net worth individuals	491	$2,311,951,193
Pension and profit sharing plans	Fewer than 5 clients	$9,539,778
Charitable organizations	7	$24,514,297
Corporations or other businesses	5	$2,822,316

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