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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