Twin Cities Retirement Group

RIASEC & State Registered
Total AUM
$145M
Discretionary
$145M
100% of AUM
Avg account
$619K
Accounts
234
Employees
3
Advisory reps
2

Firm details

Headquarters
Plymouth, Minnesota
CRD number
154974
Registered since
March 12, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI74.76%
  • Individuals25.24%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twin Cities Retirement Group LLC is an independent registered investment adviser and owner-operated firm that describes itself as a capital allocator serving individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and it also offers selection of other advisers and educational seminars. Its stated fee model includes a percentage-of-AUM component plus other fee arrangements. Twin Cities Retirement Group is registered with the SEC (registered in 2026) and does not list ESG investing as an active focus. The firm's activity profile points to a retirement-oriented advisory practice that blends public fund allocations with access to third-party managers. It is not positioned as a multi-state adviser or pension consultant, and it does not report being a related adviser to another RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Thomas Sjoberg

    Thomas Sjoberg

    Investment Advisor RepresentativeCRD 7057989

  • Patrick Illies

    Patrick Illies

    Managing MemberCRD 4781988

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$117M in ETFs

Passive

67%

$78.4M

Active

33%

$38.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$19.4M247,35416.58%

Location

Primary office

Plymouth, MN

Hennepin

Location

Plymouth, MN

Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
15600 36th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth