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TWELE CAPITAL MANAGEMENT, INC.
5601 Smetana Drive
Suite 707
Minnetonka, Minnesota 55343-9196
Tel: 952 887 9253
About TWELE CAPITAL MANAGEMENT, INC.
TWELE CAPITAL MANAGEMENT, INC, formally registered with the SEC as TWELE CAPITAL MANAGEMENT, INC. The firm was established in 01/19/2007. They have over 1 offices throughout the country.
TWELE CAPITAL MANAGEMENT, INC. is a Minnetonka, Minnesota based Financial Planning firm with nearly $484,354,195 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130239 |
| SEC# | 801-67477 |
| Assets Managed by Firm | $484,354,195 |
| No. of Clients | 193 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 193 | $484,354,195 |
| Individuals (other than high net worth individuals) | 33 | $15,586,325 |
| High net worth individuals | 34 | $74,738,129 |
| Pension and profit sharing plans | Fewer than 5 clients | $386,282,739 |
| Charitable organizations | Fewer than 5 clients | $1,680,525 |
| Corporations or other businesses | Fewer than 5 clients | $5,042,345 |
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|---|---|---|---|
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