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Transcend Advisor Group, LLC

● SEC registered since 2021CRD 311746SEC# 801-120108Milwaukee, WI
Export (members)
Reg. AUM
$206.6M
Employees
3
Accounts
764
Location
Milwaukee, WI

Transcend Advisor Group, LLC assets under management

Transcend Advisor Group, LLC operates as an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 2021. It reports $206.6 million in regulatory assets under management and employs 3 people.
www.info@transcendadvisorgroup.comView on SEC.gov ↗

Transcend Advisor Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Blair Allan Jamieson ControlInvestment Advisor50-75%2022
Charles Russell Eichner ControlCeo, Cco50-75%2020

Frequently asked questions

How much does Transcend Advisor Group, LLC manage?

Transcend Advisor Group, LLC reports $206.6 million in regulatory assets under management on its Form ADV.

How many employees does Transcend Advisor Group, LLC have?

Transcend Advisor Group, LLC reports 3 employees.

Where is Transcend Advisor Group, LLC located?

Transcend Advisor Group, LLC is based in Milwaukee, WI and has been SEC-registered since 2021.

Does Transcend Advisor Group, LLC disclose fund performance?

Transcend Advisor Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address311 E Chicago Street, Suite 210, Milwaukee, WI 53202
Phone262-884-9983
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206.6M
Non-discretionary$0
Total (RAUM)$206.6M