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Building 2TWIN PEAKS WEALTH ADVISORS

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Phone(650) 200-0308
NotebookSEC #801-126874
Total AUM
$584.8M
Employees
14
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(650) 200-0308
Other Offices
3

ReceiptFinancials

Total AUM
$584.8M
Accounts
1,772
Discretionary
$584.8M
Accounts
1,772
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
228
AUM
$117.3M
HNW Individual Clients
194
AUM
$451.5M
Pension/Profit Sharing Plan Clients
4
AUM
$3.6M
Charitable Organization Clients
2
AUM
$2.5M
Corporation or Business Clients
3
AUM
$10M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
AZCACOLANVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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