Twin Lakes Capital

Twin Lakes Capital (CRD# 137522) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $262,225,471 in 432 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

3 Lagoon Drive, Suite 150, Redwood Shores, CA 94065

By the Numbers

Total Assets Under Management

262

MILLION
Total Number of Accounts

432

ACCOUNTS
Average Account Value

$607,003

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, HI, NH

Financial Advisors at Twin Lakes Capital

Showing 1 - 2 of 2 top financial advisors.

Min G. Kim

CRD#: 1767827

3 Lagoon Drive, Suite 150, Redwood Shores, CA 94065

Min Kim (CRD# 1767827) is an Investment Advisor Representative working at Twin Lakes Capital in Redwood Shores, CA and has over 36 years of experience in the finance industry.

Frank K. Yi

CRD#: 2169256

55 Merchant St., Suite 1930, Honolulu, HI 96813

Frank Yi (CRD# 2169256) is an Investment Advisor Representative working at Twin Lakes Capital in Honolulu, HI and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals