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| Keyboard |
| Transcend Advisor Group LLC
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|---|---|
| CRD # | 311746 |
| SEC # | 801-120108 |
| CIK # | |
| AUM | 253.2 M (2026-03-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 262-884-9983 |
| Address | 311 E Chicago Street Milwaukee, WI 53202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 88.0 |
| (b) Individuals (high net worth individuals) | 60 | 165.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 253.2 |
| By Discretionary | ||
| Discretionary | 799 | 253.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 799 | 253.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.2 | |
| Total | 799 | 253.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
O'Brien Investment Management LLC
✚
|
CA | 254.3 M |
|
Canty Financial Management Inc
✚
|
NY | 254.0 M |
|
Pollock Investment Advisory Corporation
✚
|
253.8 M | |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 253.7 M |
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Corrado Advisors LLC
✚
|
NJ | 252.8 M |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 252.5 M |
|
Taylor Securities Services Inc
✚
|
PA | 252.5 M |
|
Waycross Investment Management Company
✚
|
WA | 252.4 M |
|
Bradley & Company Private Wealth Management LLC
✚
|
252.0 M |