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| Happy Holidays!! thanks for using AUM13F!! |
| Transition Financial Advisors Group Inc
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|---|---|
| CRD # | 116089 |
| SEC # | 801-113459 |
| CIK # | |
| AUM | $261.5 M (2025-05-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 480-722-9414 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 28.1 |
| (b) Individuals (high net worth individuals) | 96 | 230.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 678 | 261.5 |
| By Discretionary | ||
| Discretionary | 678 | 261.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 678 | 261.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 65.3 | |
| United States Persons | 196.2 | |
| Total | 678 | 261.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.3 |
|
GFS Wealth Management Advisors Inc
✚
|
CT | 0.3 |
|
Silver Oak Wealth Advisors Services LLC
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|
CA | 0.3 |
|
Secura Financial LLC
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|
CA | 0.3 |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 0.3 |
|
Smith Asset Management Co LLC
✚
|
FL | 0.3 |
|
Victrix Investment Advisors LLC
✚
|
FL | 0.3 |
|
The Ellerson Group Inc
✚
|
MD | 0.3 |
|
J Hagan Capital Inc
✚
|
KY | 0.3 |
|
Calder Investment Advisors
✚
|
MI | 0.3 |