Transce3nd LLC
Transce3nd LLC (CRD# 317745) is a financial advisory firm headquartered in Kyle, TX. They manage $184,339,939 in 1,151 accounts and serve the financial needs of clients across 10 states (or territories).
-
Total Assets Under Management184MILLION
-
Total Number of Accounts1,151ACCOUNTS
-
Average Account Value$160,156
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, MO, ND, NV, TN, TX
William Alexander (CRD# 5553208) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.
Robert Annable (CRD# 4657825) is an Investment Advisor Representative working at Transce3nd LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.
Vincent Annable (CRD# 1033573) is an Investment Advisor Representative working at Transce3nd LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Mark Caldwell (CRD# 2202238) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 32 years of experience in the finance industry.
Conner Capps (CRD# 6518678) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 8 years of experience in the finance industry.
Andrew Dinkelmeyer (CRD# 5597768) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 14 years of experience in the finance industry.
Steven Holland (CRD# 6640316) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 6 years of experience in the finance industry.
Joshua Huard (CRD# 6516166) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 6 years of experience in the finance industry.
Clellan Hyatt (CRD# 6539896) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 8 years of experience in the finance industry.
Jessica Knutson (CRD# 5399898) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.