Mitchell
Green
Transcendent Capital Group
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About this Advisor
Mitchell Green is a financial advisor based in Edmond, Oklahoma, working with Transcendent Capital Group. Mitchell has previously held positions at Transcendent Capital Group LLC, Engineered Equipment Inc, and Wells Fargo Advisors Financial Network, LLC. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Mitchell is part of Transcendent Capital Group, which operates out of Edmond, Oklahoma. The firm has 10 employees and manages assets totaling $248.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Transcendent Capital Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transcendent Capital Group Brokerage Details
$248,500,000
10
1,093
$227,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mitchell Green Work History
Transcendent Capital Group LLC
Wells Fargo Advisors Financial Network, LLC
Engineered Equipment Inc
Disclosures
Please visit the SEC profile of Mitchell Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transcendent Capital Group
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
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