# TwoGood Financial Services

TwoGood Financial Services is an Asset Manager based in Scottsdale, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Erie, PA, United States
- **Assets under management:** Undisclosed
- **Website:** twogoodfinancial.com

## Regulatory record

- **CRD number:** 323812
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323812

## About

TWOGOOD FINANCIAL SERVICES, INC. is a state-registered investment adviser in SCOTTSDALE, AZ. The firm has 4 employees and 4 investment advisers. It is headquartered in SCOTTSDALE.

## Questions

### Does TwoGood manage private equity or venture capital allocations?

No private equity, venture capital, or direct-investment activity is disclosed. TwoGood's reported portfolio construction relies on publicly traded securities and mutual funds, with no pooled private vehicles or co-investment programs listed in its regulatory filings.

### Where does TwoGood custody client assets?

TwoGood uses unaffiliated third-party custodians — historically Charles Schwab and TD Ameritrade have been named in the firm's custody disclosures. This separates advisory and custodial functions, a standard structure for fiduciary RIAs that do not hold client funds directly.

### Does TwoGood participate in fund commitments or only direct accounts?

The firm manages separately managed accounts on a discretionary basis. It does not sponsor or commit to private funds, nor does it syndicate deals across its client base. Allocations are implemented through individual client portfolios using listed securities and fund products.

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Last updated: 2026-06-03T20:00:00.000Z

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