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Building 2TRANSCENDENT CAPITAL GROUP

Map pinEDMOND, OK
Phone405-341-9188
NotebookSEC #801-122512
Total AUM
$360.7M
Employees
11
Clients
510

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1008 SOUTH BRYANT AVENUE
SUITE 250
EDMOND
OK 73034
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
405-341-9188

ReceiptFinancials

Total AUM
$360.7M
Accounts
1,339
Discretionary
$360.7M
Accounts
1,339
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
435
AUM
$112.6M
HNW Individual Clients
71
AUM
$246.5M
Corporation or Business Clients
4
AUM
$1.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAGALANEOKPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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