Twogood Financial Services, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Scottsdale, Arizona
CRD number
323812
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Daniel Twogood

    Daniel Twogood

    Managing PartnerCRD 2418705

  • Grant Twogood

    Grant Twogood

    AssociateCRD 6625492

  • Jordan Twogood

    Jordan Twogood

    Portfolio ManagerCRD 6067811

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth