TRANSCEND ADVISOR GROUP, LLC
Tel: 262-884-9983 311 E Chicago Street Suite 210 Milwaukee, Wisconsin 53202
About TRANSCEND ADVISOR GROUP, LLC
TRANSCEND ADVISOR GROUP, LLC is a Milwaukee, Wisconsin based financial advisory firm with nearly $216,234,781 in assets under management and provides investment advisory services for 615 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
311746
Firm SEC#:
801-120108
Assets Under Management:
$216,234,781
No. of Clients:
615
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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