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Building 2TRANSCEND CAPITAL ADVISORS, LLC

Map pinMADISON, NJ
Phone(973) 370-3203
NotebookSEC #801-114435
Total AUM
$2.9B
Employees
39
Clients
1,094

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 GIRALDA FARMS
SUITE 300
MADISON
NJ 07940
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(973) 370-3203
Other Offices
4

ReceiptFinancials

Total AUM
$2.9B
Accounts
4,145
Discretionary
$2.9B
Accounts
4,061
Non-Discretionary
$29.9M
Accounts
84

ContactClients

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Individual Clients
623
AUM
$215.2M
HNW Individual Clients
450
AUM
$2.4B
Pooled Vehicle Clients
12
AUM
$237.2M
Corporation or Business Clients
9
AUM
$37.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIDILINKYLAMAMDMEMINCNENHNJNYOHPARISCTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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