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TWIN PEAKS WEALTH ADVISORS
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$410.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 410.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 323817 |
| SEC Number | 801-126874 |
| Phone | (650) 200-0308 |
| Total Employees | 9 |
Client Count by Type (430 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 297 |
| High Net Worth Individual… | 131 |
| Corporations/Businesses | 2 |
County data not available for this organization.