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Twig Asset Management, LLC

Headquartered in EDEN PRAIRIE, MN

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Firm Information

Twig Asset Management, LLC is an investment advisor with offices in New York, NY. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer general consulting services. Twig Asset Management, LLC manages approximately $8.9 million in assets for 35 clients.

Twig Asset Management, LLC

$8.90M

Assets Under Management

5

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

General consulting/1031 exchanges

Branch Locations (1)

TWIG ASSET MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

EDEN PRAIRIE, MN

Advisors at Twig Asset Management, LLC

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Unclaimed
Joshua William weston McKinley

RA

EDEN PRAIRIE, MN

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Disclosures

There are no public disclosures for Twig Asset Management, LLC.

Frequently Asked Questions (5)

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