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John Joon-Sang Cha

TWIN LAKES CAPITAL MANAGEMENT, LLC·REDWOOD SHORES, California
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3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 2373163Firm CRD# 137522
01

About

John Joon-Sang Cha 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
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2373163
Firm CRD# 137522
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joon-Sang Cha offer?
John Joon-Sang Cha specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDWOOD SHORES, California for a consultation.
What are John Joon-Sang Cha's credentials?
John Joon-Sang Cha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joon-Sang Cha located?
John Joon-Sang Cha 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 John Joon-Sang Cha charge for services?
John Joon-Sang Cha'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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