Twin Cities Retirement Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated April 20, 2026, reports $145M in regulatory assets under management, 3 employees, 1 office, and 234 accounts.
Assets Under Management
$145M
Employees
3
Offices
1 office
Total Clients
84
Primary office
PLYMOUTH, MN
15600 36TH AVE N, SUITE 240, PLYMOUTH, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.0% of total clients.
Top client categories% of clientsClients
1
HNWI
56.0%
47
2
Individuals
44.0%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of April 20, 2026
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$145M
Total Accounts234
10Y AUM Change+$10M (+7.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.