Twogood Financial Services, Inc.
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 323812
- Fee structure
- Other
Firm profile
FINTRXOverview
Twogood Financial Services, Inc. is organized as a corporation with individual ownership. The firm’s public record shows an affiliation with another investment adviser and an insurance company. Fee arrangements are classified as "Other" in the available data. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a capital allocator. Available entries for business activities, advisory activities, and client demographics are not populated in the record, so there is limited detail on the firm's target clientele or day-to-day advisory model.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Daniel Twogood
Managing PartnerCRD 2418705

Grant Twogood
AssociateCRD 6625492

Jordan Twogood
Portfolio ManagerCRD 6067811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14500 N Northsight Blvd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
CPA Advisory Services, P.C.
RIAScottsdale, AZ
Silver Leaf Financial, Inc.
RIAScottsdale, AZ
Envision Capital Management Ltd
RIAScottsdale, AZ
Witnauer Sloan & Associates LLC
RIAScottsdale, AZ
Stoker Ostler, A Part Of Bmo Financial Group
RIAScottsdale, AZ
Redwood Investment Management, LLC
RIAScottsdale, AZ