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TWIN CITIES RETIREMENT GROUP
TWIN CITIES RETIREMENT GROUP, LLC
CRD 154974 · SEC 801-135555
15600 36TH AVE N, SUITE 240, PLYMOUTH, MN, 55446, United States
Phone
952-600-7550
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.9M
Discretionary AUM
$144.9M
Team
3 total employees; 2 advisory reps; 91 broker-dealer reps
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $36.6M |
| High net worth individuals | 47 | $108.3M |
States served
MN, WI, TX
All web addresses on file
Official SEC filing: View on IAPD