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⚲
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| Transcend Advisor Group LLC
✚
| |
|---|---|
| CRD # | 311746 |
| SEC # | 801-120108 |
| CIK # | |
| AUM | $216.2 MM (2024-07-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 262-884-9983 |
| Address | 311 E Chicago Street Milwaukee, WI 53202 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 569 | 170.8 |
| (b) Individuals (high net worth individuals) | 46 | 45.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 615 | 216.2 |
| By Discretionary | ||
| Discretionary | 615 | 216.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 615 | 216.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.2 | |
| Total | 615 | 216.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Long Island Wealth Management Inc
✚
|
NY | 0.2 |
|
Prairiewood Capital LLC
✚
|
ND | 0.2 |
|
The Mustico Financial Group Inc
✚
|
NY | 0.2 |
|
Financial Forum Inc
✚
|
WA | 0.2 |
|
DKM Wealth Management Inc
✚
|
CA | 0.2 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.2 |
|
Gordian Advisors LLC
✚
|
AZ | 0.2 |
|
Shared Vision Wealth Group LLC
✚
|
CA | 0.2 |
|
Granite Capital Management LLC
✚
|
CA | 0.2 |
|
Investment Professionals LLC
✚
|
WI | 0.2 |