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Home > Retirement Planners > new jersey > madison > TRANSCEND CAPITAL ADVISORS, LLC
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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