TRANSCEND ADVISOR GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$253,195,518
Discretionary
$253,195,518
Non-discretionary
$0
Firm details
- CRD number
- 311746
- SEC file number
- 801-120108
- Main office
- MILWAUKEE, WI, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.