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TRANSCEND CAPITAL ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#299723
SEC#801-114435
Assets Managed by Firm$2,857,163,070
No. of Clients4468
No. of Advisors39

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 ClientsAUM
Firm Total4468$2,857,163,070
Individuals (other than high net worth individuals)587$231,348,971
High net worth individuals491$2,311,951,193
Pension and profit sharing plansFewer than 5 clients$9,539,778
Charitable organizations7$24,514,297
Corporations or other businesses5$2,822,316

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