Falists
← Back to search

TWIG ASSET MANAGEMENT, LLC

CRD 165433

Visit website

7300 ONTARIO BOULEVARD, EDEN PRAIRIE, MN, 55439, United States

Phone

612-269-0899

Fax

952-943-3901

Registration

— (—)

Source

State registered

Total AUM

$3.9M

Discretionary AUM

$1.9M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; GENERAL CONSULTING/1031 EXCHANGES

Org form

Limited Liability Company

Filing date

2025-11-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingGENERAL CONSULTING

Client types

TypeClientsAUM
Individuals25$3.9M

All web addresses on file

Official SEC filing: View on IAPD