Transcend Advisor Group, LLC
● SEC registered since 2021CRD 311746SEC# 801-120108Milwaukee, WI
Reg. AUM
$253.2M
Employees
4
Accounts
799
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 $253.2 million in regulatory assets under management and employs 4 people.
Transcend Advisor Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blair Allan Jamieson Control | Investment Advisor | 50-75% | 2022 |
| Charles Russell Eichner Control | Ceo, Cco | 50-75% | 2020 |
Frequently asked questions
How much does Transcend Advisor Group, LLC manage?
Transcend Advisor Group, LLC reports $253.2 million in regulatory assets under management on its Form ADV.
How many employees does Transcend Advisor Group, LLC have?
Transcend Advisor Group, LLC reports 4 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
| Address | 311 E Chicago Street, Suite 210, Milwaukee, WI 53202 |
| Phone | 262-884-9983 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$253.2M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$253.2Mregulatory AUM
Discretionary $253.2M