CRD: 116089
Transition Financial Advisors Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2001
- Office Locations
- 3
Office Locations
About Transition Financial Advisors Group, LLC
Transition Financial Advisors Group is a boutique RIA providing goals-based wealth management, financial planning, and cash-management reporting (net worth and cash-flow benchmarking). The team supports individuals and entrepreneurs with portfolio construction and risk management using ETFs and mutual funds, including fixed income and ESG/socially responsible approaches when appropriate. Clients work directly with experienced advisors; custody includes Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MITCHELL EVAN MARENUS
Certified Financial Planner, Chief Investment Officer
- CRD
- #2563480
- Ownership
- Less than 5%
BRIAN DALE WRUK
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #3090420
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Anthony Edward Caba
Financial Planner
- CRD
- #8002570
JENNIFER LOUISE STRYMECKI
--
- CRD
- #6530985
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,608,995 | $384,903 |
| Non-Discretionary | $0 | -- |
| Total | $300,608,995 | $384,903 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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