TRANSCEND WEALTH COLLECTIVE, LLC

https://www.linkedin.com/company/transcend-wealth-collective/ SHORT HILLS, NJ Investment Advisor How do I update this listing?

Transcend Wealth Collective is based out of Short Hills. Transcend Wealth Collective is a large advisory firm with 292 clients and discretionary assets under management (AUM) of $865,759,325 (Form ADV from 2019-11-13). Their last reported 13F filing for Q4 2019 included $371,296,000 in managed 13F securities and a top 10 holdings concentration of 29.81%. Transcend Wealth Collective's largest holding is Merck & Co with shares held of 284,699. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 6.25%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
BAHL GAYNOR
BLACKROCK
EATON VANCE
ERNEST
JANUS
JPMORGAN
LAZARD
LEGGMASON CLEARBRIDGE
LOOMIS SAYLES
LORD ABBETT
MILLER HOWARD
NFJ
PRINCIPAL
SHAFER CULLEN
WESTEND
WINSLOW

View Last Form Adv Compilation Report on Record

TRANSCEND WEALTH COLLECTIVE, LLC
51 JFK PARKWAY SUITE 110
SHORT HILLS NJ    07078
Country: United States

Business Phone: 973-370-3203 X101
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 568,162,000
Total Number of Clients: 292
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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