Unclaimed Profile

Frank Kwangjae Yi

TWIN LAKES CAPITAL MANAGEMENT, LLC·REDWOOD SHORES, California

Clean recordTWIN LAKES CAPITAL MANAGEMENT, LLC

3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 2169256Firm CRD# 137522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Kwangjae Yi · REDWOOD SHORES, CA

Registration

CRD #2169256 · TWIN LAKES CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

TWIN LAKES CAPITAL MANAGEMENT, LLC

TWIN LAKES CAPITAL

AUM

$262M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2169256

Firm CRD# 137522

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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