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TWIG ASSET MANAGEMENT, LLC
CRD 165433
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD