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Home > Retirement Planners > wisconsin > milwaukee > TRANSCEND ADVISOR GROUP, LLC
TRANSCEND ADVISOR GROUP, LLC
311 E Chicago Street
Suite 210
Milwaukee, Wisconsin 53202
Tel: 262-884-9983
About TRANSCEND ADVISOR GROUP, LLC
TRANSCEND ADVISOR GROUP, LLC, formally registered with the SEC as TRANSCEND ADVISOR GROUP, LLC. The firm was established in 03/02/2021. They have over 2 offices throughout the country.
TRANSCEND ADVISOR GROUP, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $216,234,781 assets under management, offering retirement planning & investment advisory services to 615 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311746 |
| SEC# | 801-120108 |
| Assets Managed by Firm | $216,234,781 |
| No. of Clients | 615 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 615 | $216,234,781 |
| Individuals (other than high net worth individuals) | 569 | $170,825,477 |
| High net worth individuals | 46 | $45,409,304 |
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