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).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $160,156
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, MO, ND, NV, TN, TX

Financial Advisors at Transce3nd LLC
Showing 1 - 10 of 29 top financial advisors.
1
William J. Alexander
CRD#: 5553208
165 Elmhurst, Suite B, Kyle, TX 78640

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.

2
Robert L. Annable
CRD#: 4657825
17207 N Perimeter Drive #120, Scottsdale, AZ 85255

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.

3
Vincent K. Annable
CRD#: 1033573
17207 N Perimeter Drive #120, Scottsdale, AZ 85255

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.

4
Mark D. Caldwell
CRD#: 2202238
165 Elmhurst, Suite B, Kyle, TX 78640

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.

5
Conner Capps
CRD#: 6518678
165 Elmhurst, Suite B, Kyle, TX 78640

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.

6
Andrew J. Dinkelmeyer
CRD#: 5597768
165 Elmhurst, Suite B, Kyle, TX 78640

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.

7
Steven A. Holland
CRD#: 6640316
165 Elmhurst, Suite B, Kyle, TX 78640

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.

8
Joshua M. Huard
CRD#: 6516166
165 Elmhurst, Suite B, Kyle, TX 78640

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.

9
Clellan V. Hyatt
CRD#: 6539896
165 Elmhurst, Suite B, Kyle, TX 78640

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.

10
Jessica M. Knutson
CRD#: 5399898
165 Elmhurst, Suite B, Kyle, TX 78640

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.

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