Twin Cities Retirement Group
Twin Cities Retirement Group is an SEC-registered ria in Plymouth, MN with $144.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Twin Cities Retirement Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154974, SEC 801-135555, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $144.9M (2026-04-20)
- Firm type
- Ria
- Location
- Plymouth, MN
- Employees
- 3
- Clients
- 84
- CRD
- 154974
- Ownership
- ILLIES, PATRICK, JAMES
How much AUM does Twin Cities Retirement Group have?
Twin Cities Retirement Group reported $144.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Twin Cities Retirement Group?
Disclosed owners and executives of Twin Cities Retirement Group include ILLIES, PATRICK, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.