Overview
Assets Under Management: $262 million
Headquarters: REDWOOD SHORES, CA
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 432
Discretionary Accounts: 389
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 137522
Last Filing Date: 2024-03-27 00:00:00
Website: https://twinlakescapital.com