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Frank Kwangjae Yi

TWIN LAKES CAPITAL MANAGEMENT, LLC·REDWOOD SHORES, California
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3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 2169256Firm CRD# 137522
01

About

Frank Kwangjae Yi is a registered financial advisor based in REDWOOD SHORES, California, affiliated with TWIN LAKES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TWIN LAKES CAPITAL MANAGEMENT, LLC
TWIN LAKES CAPITAL
AUM
$262M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TWIN LAKES CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2169256
Firm CRD# 137522
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frank Kwangjae Yi offer?
Frank Kwangjae Yi specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDWOOD SHORES, California for a consultation.
What are Frank Kwangjae Yi's credentials?
Frank Kwangjae Yi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Kwangjae Yi located?
Frank Kwangjae Yi is based in REDWOOD SHORES, California, working with TWIN LAKES CAPITAL MANAGEMENT, LLC. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.
How does Frank Kwangjae Yi charge for services?
Frank Kwangjae Yi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWIN LAKES CAPITAL MANAGEMENT, LLC?
TWIN LAKES CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Stephen Peter Mccarthy — MCCARTHY ASSET MANAGEMENT, INC.Alexey Bulankov — MCCARTHY ASSET MANAGEMENT, INC.Anthony John Bertolucci — MCCARTHY ASSET MANAGEMENT, INC.Russell Gordon Noles — KASPICK & COMPANY, LLCMin Gyo Kim — TWIN LAKES CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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