Twig Asset Management, LLC

Overview

Twig Asset Management, LLC is a small, privately held limited liability company that serves individual and family clients. The firm is owned by an individual and is classified as unclassified in the filing. It bills clients through a mix of percentage-of-AUM, hourly and fixed fees, plus other fee arrangements. Twig is not reported as a capital allocator and is not registered as a multi-state adviser. The firm’s business footprint includes activities as a registered representative of a broker-dealer and as an other financial product salesperson. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Filings also indicate involvement as a sponsor of limited partnerships and as a sponsor/general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices