CRD: 154974
Twin Cities Retirement Group
$144.9M Total AUM
$144.9M Disc. AUM
-- 3Y CAGR
3 Employees
175 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2015
- Office Locations
- 1
Office Locations
15600 36th AVE N Suite 240 Plymouth MN
About Twin Cities Retirement Group
Twin Cities Retirement Group is an independent, fiduciary RIA in Minnesota focused exclusively on retirement planning and wealth management for 3M employees and retirees (over 95% of its client base). The firm is currently accepting clients affected by 3M’s Healthcare Division spinoff and typically custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$72.5M AVG AUM / ADVISOR
$828.0K AVG AUM / CLIENT
9.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
P
PATRICK JAMES ILLIES
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4781988
- Ownership
- 75% or more
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T
Thomas Michael Sjoberg
Chief Investment Officer
- CRD
- #7057989
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,901,181 | $619,236 |
| Non-Discretionary | $0 | -- |
| Total | $144,901,181 | $619,236 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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