Overview
Assets Under Management: $362 million
Headquarters: BUDA, TX
High-Net-Worth Clients: 93
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.82
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,518
Discretionary Accounts: 2,518
Regulatory Filings
CRD Number: 317745
Filing ID: 1995381
Last Filing Date: 2025-06-03 11:38:00
Website: https://transcendim.com