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TRANSCE3ND LLC
165 Elmhurst
Suite B
Kyle, Texas 78640
Tel: 512-268-9220
About TRANSCE3ND LLC
TRANSCE3ND LLC, formally registered with the SEC as TRANSCE3ND LLC. The firm was established in 09/30/2022. They have over 13 offices throughout the country.
TRANSCE3ND LLC is a Kyle, Texas based Financial Planning firm with nearly $313,196,458 assets under management, offering retirement planning & investment advisory services to 2378 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317745 |
| SEC# | 801-126674 |
| Assets Managed by Firm | $313,196,458 |
| No. of Clients | 2378 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2378 | $313,196,458 |
| Individuals (other than high net worth individuals) | 1903 | $172,357,328 |
| High net worth individuals | 78 | $124,566,790 |
| Corporations or other businesses | 20 | $16,272,340 |
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