Advisor at Twig Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Twig Asset Management, LLC
Location
Eden Prairie, MN 55439
Credentials
Series 63, Series 66
Industry experience
20 years
Joshua Mckinley is a financial advisor with Twig Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with AEI Fund Management since 2013 and Four Springs Capital since 2021, alongside his role at Twig Asset Management since 2012. Joshua is also involved with Four Springs Capital Trust, which focuses on investment-related UPREIT and real estate sales. Twig Asset Management provides asset management and investment advisory services to individual and high-net-worth clients, specializing in portfolio management and consulting related to 1031 like-kind exchanges. The firm constructs tailored portfolios using mutual funds, ETFs, individual equities, fixed income, and Delaware Statutory Trusts, with an emphasis on active management and ongoing portfolio monitoring.
Based on Twig Asset Management, LLC
$0 - $999,999: 1.0% $1,000,000+: .75%
Hourly charges reported in Part 1 but not specifically detailed in brochure
7300 Ontario Boulevard
Eden Prairie, MN 55439
Minnesota
Third Seven Capital, LLC DBA Four Springs Capital
2021 - Present (5 years)
AEI Fund Management
2013 - Present (13 years)
TWIG Asset Management
2012 - Present (14 years)
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Is active or affiliated with:
Broker-dealer / trader
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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