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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