Assets Under Management
$3.1B
Number of Clients
1,065
Number of Advisors
19
Average Client AUM
$2.9M
AUM per Advisor
$163.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Transcend offers personalized financial planning and discretionary/non-discretionary investment advisory services to individuals, high-net-worth individuals, family offices, trusts, estates, retirement plans, profit-sharing plans, and private foundations. They also manage portfolios for pooled investment vehicles, acting as a fiduciary and mitigating conflicts of interest.
7 Giralda Farms, Suite 300, Madison, NJ, 07940