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CRD: 165433
Twig Asset Management, LLC
$3.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2018
- Office Locations
- 1
Office Locations
7300 Ontario Boulevard Eden Prairie MN
About Twig Asset Management, LLC
Twig Asset Management, LLC is a Eden Prairie-based RIA. The firm has been operating for 8 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$130.0K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSHUA WILLIAM WESTON MCKINLEY
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR, President
- CRD
- #4699505
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,900,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $3,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
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