TWIG ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$3.9M
Discretionary
$1.9M
49% of AUM
Avg account
$111K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
EDEN PRAIRIE, Minnesota
CRD number
165433
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Twig Asset Management, LLC operates as a limited liability company focused on providing financial planning and portfolio management services primarily to individuals and families. The firm engages in a variety of business activities, including acting as a registered representative of a broker-dealer and selling other financial products. Their advisory services encompass financial planning, portfolio management for individuals and small businesses, and pension consulting. Although Twig Asset Management is not an active ESG investor, they have a diverse approach to investment management that includes both traditional and alternative assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • JOSHUA MCKINLEY

    President, CIOCRD 4699505

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDEN PRAIRIE, MN

HENNEPIN

Location

EDEN PRAIRIE, MN

Headquartered in EDEN PRAIRIE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
7300 Ontario Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth