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Building 2TWIN LAKES CAPITAL

Map pinREDWOOD SHORES, CA
Phone(650) 610-9363
NotebookSEC #801-113264
Total AUM
$314.7M
Employees
5
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 LAGOON DRIVE
SUITE 150
REDWOOD SHORES
CA 94065
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(650) 610-9363
Other Offices
1

ReceiptFinancials

Total AUM
$314.7M
Accounts
401
Discretionary
$314.7M
Accounts
401
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$15.9M
HNW Individual Clients
49
AUM
$278.4M
Pension/Profit Sharing Plan Clients
1
AUM
$7M
Charitable Organization Clients
1
AUM
$50.4K
Corporation or Business Clients
6
AUM
$13.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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