Assets Under Management
$206.6M
Number of Clients
367
Number of Advisors
4
Average Client AUM
$563K
AUM per Advisor
$51.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Transcend Advisor Group provides ongoing portfolio management and institutional consulting services tailored to client goals, objectives, and risk tolerance. They also offer financial planning services, including one-time plans and ongoing engagements, covering various financial areas. The firm has discretionary and non-discretionary accounts.
311 E Chicago Street, Suite 210, Milwaukee, WI, 53202