TRANSITION FINANCIAL ADVISORS GROUP, LLC of GILBERT, AZ is an SEC-registered investment adviser (CRD 116089). Regulatory assets under management: $300.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Brian Dale Wruk | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Mitchell Evan Marenus | CHIEF INVESTMENT OFFICER | — |
| MARENUS MITCHELL EVAN | CHIEF INVESTMENT OFFICER | — |
| WRUK KATHLEEN ELIZABETH | TREASURER; TRUSTEE/BENEFICIARY | — |
| WRUK BRIAN D | PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE/BENEFICIARY | — |
| WRUK BRIAN DALE | PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE/BENEFICIARY | — |