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Building 2TRANSITION FINANCIAL ADVISORS GROUP, LLC

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Phone(480) 722-9414
NotebookSEC #801-113459
Total AUM
$300.6M
Employees
7
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(480) 722-9414
Other Offices
3

ReceiptFinancials

Total AUM
$300.6M
Accounts
781
Discretionary
$300.6M
Accounts
781
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$26.9M
HNW Individual Clients
106
AUM
$271.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNHNJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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