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TRANSCENDENT CAPITAL GROUP

Tel: 405-341-9188
1008 South Bryant Avenue
Suite 250
Edmond, Oklahoma  73034

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TRANSCENDENT CAPITAL GROUP

TRANSCENDENT CAPITAL GROUP is a Edmond, Oklahoma based financial advisory firm with nearly $312,086,000 in assets under management and provides investment advisory services for 1229 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

316872

SEC#:

801-122512

No. of Clients:

1229

Assets under Management

$312,086,000

No. of Advisors:

10

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