Twele Capital Management Inc


Assets, Funds, Holdings

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Twele Capital Management Inc
CRD #130239
SEC #801-67477
CIK #1411268
AUM $553.3 MM (100% Disc, 100% US, 2020-03-24)
Employees5 (40% Investors, 0% Brokers)
Address5601 Smetana Drive
Minnetonka, MN 55343-9196
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
BND 58.6
AGG 57.7
IVV 33.6
EFA 31.5
VOO 28.3
SHY 23.5
IJR 17.8
IEF 17.5
IJH 17.0
VCSH 16.1
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
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King Wealth Management Group LLC
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McGee Wealth Management Inc
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The Berry Group LLC
MA 0.6
Walter & Keenan Financial Consulting Co
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