Twin Peaks Capital LLC

Twin Peaks Capital LLC (CRD# 168526) is a financial advisory firm headquartered in , . They manage $7,850,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $290,741
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Twin Peaks Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wilson Wang, financial advisor Honolulu HI
Wilson Z. Wang
CRD#: 6234960
Honolulu, HI

Wilson Wang (CRD# 6234960) is an Investment Advisor Representative working at Twin Peaks Capital LLC in Honolulu, HI and has over 10 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.

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