Twinleaf Management LLC

Twinleaf Management LLC (CRD# 159890) is a financial advisory firm headquartered in , . They manage $8,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $800,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Twinleaf Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frederick B. Pickering
CRD#: 2357935
New Canaan, CT
93
Wealthminder
score

Frederick Pickering (CRD# 2357935) is an Investment Advisor Representative working at Twinleaf Management LLC in New Canaan, CT and has over 13 years of experience in the finance industry.

2
Spencer B. Grimes
CRD#: 2755810
New Canaan, CT
90
Wealthminder
score

Spencer Grimes (CRD# 2755810) is an Investment Advisor Representative working at Twinleaf Management LLC in New Canaan, CT and has over 4 years of experience in the finance industry.

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