Top financial advisors in Redwood Shores, CA
We’ve curated a list of the best financial advisors in Redwood Shores, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$260,677,015
Number of advisors
8 advisors
| $260,677,015 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Redwood Shores, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redwood Shores. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Twin Lakes Capital
Twin Lakes Capital Management, LLC is a registered investment advisor established in January 2007, with Mark G. Kim as the Managing Member. The firm offers general investment advisory services tailored to clients' needs based on risk tolerance and investment experience. Services include investments in stocks, bonds, and cash products, with personalized asset allocation plans. For "qualified clients," the firm may recommend private investments such as private equity or venture capital funds. Clients typically need $1,000,000 or more in assets under management to qualify. As of December 31, 2024, the firm manages $239.0 million on a discretionary basis and $7.0 million on a non-discretionary basis. Fees are asset-based, with a tiered fee schedule ranging from 0.3125% to 1.25% quarterly, depending on the account size. For private fund investments, the firm charges a 1% annual fee and a 10% performance fee on realized gains. Clients may impose restrictions on investments, and the firm does not provide portfolio management services to wrap fee programs. Clients have investment discretion, granting the firm limited power of attorney to place trades on their behalf. The firm does not vote on client securities and does not accept authority to vote proxies. Mark G. Kim and Frank K. Yi are responsible for supervising investment personnel. The firm does not have any disciplinary information to report.
$260,677,015 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Redwood Shores, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redwood Shores. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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