Tech stack
No one at Transition Financial Advisors Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $157M held · filed Feb 2024
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National Bank Independent Network
Per Form ADV · $44M held · filed Feb 2024