TWIN CITIES WEALTH STRATEGIES, INC.
Firm details
- Headquarters
- MAPLE GROVE, Minnesota
- CRD number
- 286372
- Website
- tcwealthstrategies.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals72.85%
- HNWI27.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Twin Cities Wealth Strategies, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Private Funds1%
Contacts
1 of 1DANA MENARD
FounderCRD 4532311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MAPLE GROVE, MN
HENNEPIN
Location
MAPLE GROVE, MN
Headquartered in MAPLE GROVE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 11670 Fountains Dr
- Time zone
- CT (UTC-6)
- Office locations
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