Transcend Advisor Group, LLC
Transcend Advisor Group, LLC is an SEC-registered mass-market adviser in Milwaukee, WI with $253.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Transcend Advisor Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311746, SEC 801-120108, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $253.2M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Milwaukee, WI
- Employees
- 4
- Clients
- 360
- CRD
- 311746
- Ownership
- EICHNER, CHARLES, RUSSELL; Eichner, Charles, Russell; Jamieson, Blair, Allan; Nybroten, Philip, Mark
How much AUM does Transcend Advisor Group, LLC have?
Transcend Advisor Group, LLC reported $253.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Transcend Advisor Group, LLC?
Disclosed owners and executives of Transcend Advisor Group, LLC include EICHNER, CHARLES, RUSSELL, Eichner, Charles, Russell, Jamieson, Blair, Allan, Nybroten, Philip, Mark. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.