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Twin Cities Retirement Group, LLC

● SEC registered since 2026CRD 154974SEC# 801-135555Plymouth, MN
Export (members)
Reg. AUM
$144.9M
Employees
3
Accounts
234
Location
Plymouth, MN

Twin Cities Retirement Group, LLC assets under management

Twin Cities Retirement Group, LLC operates as an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2026. It reports $144.9 million in regulatory assets under management and employs 3 people.
www.facebook.com/twin-cities-retirement-group-545512708980966View on SEC.gov ↗

Twin Cities Retirement Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick James Illies ControlPresident/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Twin Cities Retirement Group, LLC manage?

Twin Cities Retirement Group, LLC reports $144.9 million in regulatory assets under management on its Form ADV.

How many employees does Twin Cities Retirement Group, LLC have?

Twin Cities Retirement Group, LLC reports 3 employees.

Where is Twin Cities Retirement Group, LLC located?

Twin Cities Retirement Group, LLC is based in Plymouth, MN and has been SEC-registered since 2026.

Does Twin Cities Retirement Group, LLC disclose fund performance?

Twin Cities Retirement Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15600 36th Ave N, Suite 240, Plymouth, MN 55446
Phone952-600-7550
Office hours8:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$144.9M
Non-discretionary$0
Total (RAUM)$144.9M