TRANSCEND ADVISOR INC.

TRANSCEND ADVISOR INC. is an SEC-registered investment adviser (CRD 328253).

Registration

• CRD: 328253
• Type: Registered investment adviser
• Phone: 917-969-4949
• Latest filing: 2024-03-24
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search