TWIN CITIES RETIREMENT GROUP

RIASEC RegisteredEst. 2026
Total AUM
$145M
Discretionary
$145M
100% of AUM
Avg account
$619K
Accounts
234
Employees
3
Advisory reps
2

Firm details

Headquarters
PLYMOUTH, Minnesota
CRD number
154974
Registered since
March 12, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI74.76%
  • Individuals25.24%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twin Cities Retirement Group is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers fee arrangements tied to a percentage of assets under management (plus other fee types). Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. SEC registration is noted for 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Thomas Sjoberg

    Investment Advisor RepresentativeCRD 7057989

  • PATRICK ILLIES

    Managing MemberCRD 4781988

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 23

Active vs passive

$109M in ETFs

Passive

66%

$71.5M

Active

34%

$37.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$18.1M218,52116.64%

Location

Primary office

PLYMOUTH, MN

HENNEPIN

Location

PLYMOUTH, MN

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

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
15600 36th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth