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TWIN CITIES RETIREMENT GROUP
Legal name: TWIN CITIES RETIREMENT GROUP, LLC
CRD 154974File 801-135555
APPROVED
Retail clients
Disclosure events
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.9M
Bottom 25% of cohort (national)
Discretionary AUM
$144.9M
Clients
84
234 accounts
Employees
3
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 12, 2026
- Principal office
- 15600 36TH AVE N, SUITE 240, PLYMOUTH, MN, 55446
- Phone
- 952-600-7550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.9M
- Discretionary AUM
- $144.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 234
- Non-discretionary accounts
- 0
- Total accounts
- 234
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $108.3M |
| Individuals (other than high net worth individuals) | 37 | $36.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.