Twin Cities Retirement Group, LLC
● SEC registered since 2026CRD 154974SEC# 801-135555Plymouth, MN
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.
Twin Cities Retirement Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick James Illies Control | President/Chief Compliance Officer | Over 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
| Address | 15600 36th Ave N, Suite 240, Plymouth, MN 55446 |
| Phone | 952-600-7550 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$144.9M▲ 7%
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$144.9Mregulatory AUM
Discretionary $144.9M