Twin Capital Management Inc
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Overview
Twin Capital Management Inc is a financial advisory firm based in Canonsburg, Pennsylvania. The company administers $793.7 million in assets throughout 48 client accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). It has a small group, including 4 financial advisors. Twin Capital Management Inc is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.
Twin Capital Management Inc manages most of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions for the client's account without needing client consent. It also manages eight non-discretionary accounts totaling $5.1 million in assets. The firm administers about $16.5 million for every account. The average financial advisor at Twin Capital Management Inc administers about 12 client accounts, placing it among the more personalized firms in the country.
The company's main office is at 3244 Washington Rd, Canonsburg, Pennsylvania 15317-3153. The company is permitted to serve customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Twin Capital Management Inc by the Numbers
$793.7 million
8
48
$16.5 million
Fee Structure
Fees for financial advice usually are based on which service is provided. However, fee types charged by the firm most likely consist of the following fee structures: asset-based, fixed or performance-based. The company does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to high net worth investors, pension plans, charitable organizations and state or municipal government entities. Out of its 48 clients, Twin Capital Management Inc's biggest client is high net worth investors, but it also caters to 16 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 36.36%
- Other Individuals - 0%
- Corporations - 47.73%
- Charitable Organizations - 15.91%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Twin Capital Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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