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Paul Stephen Twitchell

WHITEBOX ADVISORS LLC·MINNEAPOLIS, Minnesota
WHITEBOX ADVISORS LLC
3033 EXCELSIOR BOULEVARD, MINNEAPOLIS, MN 55416CRD# 6318257Firm CRD# 121995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Stephen Twitchell · MINNEAPOLIS, MN
Registration
CRD #6318257 · WHITEBOX ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Paul Stephen Twitchell is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with WHITEBOX ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WHITEBOX ADVISORS LLC
WHITEBOX ADVISORS LLC
AUM
$9.6B
Regulatory assets under management
Employees
65
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6318257
Firm CRD# 121995
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Stephen Twitchell offer?
Paul Stephen Twitchell specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Paul Stephen Twitchell's credentials?
Paul Stephen Twitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Stephen Twitchell located?
Paul Stephen Twitchell is based in MINNEAPOLIS, Minnesota, working with WHITEBOX ADVISORS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Paul Stephen Twitchell charge for services?
Paul Stephen Twitchell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITEBOX ADVISORS LLC?
WHITEBOX ADVISORS LLC has approximately 65 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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