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Jacob Grossman

TRANSCEND CAPITAL ADVISORS, LLC·MADISON, New Jersey
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7 GIRALDA FARMS, MADISON, NJ 07940CRD# 4280380Firm CRD# 299723
01

About

Jacob Grossman is a registered financial advisor based in MADISON, New Jersey, affiliated with TRANSCEND CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRANSCEND CAPITAL ADVISORS, LLC
TRANSCEND CAPITAL ADVISORS, LLC
AUM
$2.9B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at TRANSCEND CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4280380
Firm CRD# 299723
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Grossman offer?
Jacob Grossman specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.
What are Jacob Grossman's credentials?
Jacob Grossman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Grossman located?
Jacob Grossman is based in MADISON, New Jersey, working with TRANSCEND CAPITAL ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Jacob Grossman charge for services?
Jacob Grossman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRANSCEND CAPITAL ADVISORS, LLC?
TRANSCEND CAPITAL ADVISORS, LLC has approximately 39 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MADISON
Glen M Bushery — TRANSCEND WEALTH COLLECTIVE INVESTMENT MANAGEMENT, LLCJohn Mcnamara Egan — JM EGAN WEALTH ADVISORS, LLCJames Francis Baka — TRANSCEND CAPITAL ADVISORS, LLCBrian James Gorczynski — TRANSCEND CAPITAL ADVISORS, LLCMatthew Paul Guenther — TRANSCEND CAPITAL ADVISORS, LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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