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Building 2TWIN CITIES RETIREMENT GROUP

Map pinPLYMOUTH, MN
Phone952-600-7550
NotebookSEC #801-135555
Total AUM
$144.9M
Employees
3
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15600 36TH AVE N
SUITE 240
PLYMOUTH
MN 55446
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
952-600-7550
Other Offices
1

ReceiptFinancials

Total AUM
$144.9M
Accounts
234
Discretionary
$144.9M
Accounts
234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$36.6M
HNW Individual Clients
47
AUM
$108.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
MNTXWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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