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Building 2TWELE CAPITAL MANAGEMENT, INC.

Map pinMINNETONKA, MN
Phone952 887 9253
NotebookSEC #801-67477
Total AUM
$578.5M
Employees
4
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5601 SMETANA DRIVE
SUITE 707
MINNETONKA
MN 55343-9196
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
952 887 9253

ReceiptFinancials

Total AUM
$578.5M
Accounts
201
Discretionary
$578.5M
Accounts
201
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$16.2M
HNW Individual Clients
37
AUM
$95.6M
Pension/Profit Sharing Plan Clients
1
AUM
$456.8M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$6.8M
Other Clients
1
AUM
$1.1M
Description of Other Clients
SERP FOR PTSMN

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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

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