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TRANSCE3ND LLC
BUDA, TX
512-268-9220
SEC #801-126674Total AUM
$418.9M
Employees
60Clients
1,620Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
835 MAIN STREET
BUILDING 200
BUDA
TX 78610
United States
BUILDING 200
BUDA
TX 78610
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
512-268-9220
Other Offices
16
Financials
Total AUM
$418.9M
Accounts
2,619Discretionary
$418.9M
Accounts
2,619Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,380AUM
$238.4M
HNW Individual Clients
201AUM
$166.4M
Investment Company Clients
1AUM
$1.1M
Pension/Profit Sharing Plan Clients
24AUM
$5.3M
Corporation or Business Clients
14AUM
$7.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIAIDILKSLAMNMONCNDNENVNYOHOKORPATNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.