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TWIN LAKES CAPITAL
3 Lagoon Drive
Suite 150
Redwood Shores, California 94065
Tel: (650) 610-9363
About TWIN LAKES CAPITAL
TWIN LAKES CAPITAL, formally registered with the SEC as TWIN LAKES CAPITAL. The firm was established in 05/18/2018. They have over 2 offices throughout the country.
TWIN LAKES CAPITAL is a Redwood Shores, California based Financial Planning firm with nearly $262,225,471 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137522 |
| SEC# | 801-113264 |
| Assets Managed by Firm | $262,225,471 |
| No. of Clients | 432 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 432 | $262,225,471 |
| Individuals (other than high net worth individuals) | 29 | $9,563,636 |
| High net worth individuals | 65 | $236,346,547 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,950,246 |
| Charitable organizations | Fewer than 5 clients | $39,255 |
| Corporations or other businesses | 5 | $11,325,787 |
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