Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors (CRD# 323817) is a financial advisory firm headquartered in Burlingame, CA. They manage $318,501,282 in 1,402 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management319MILLION
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Total Number of Accounts1,402ACCOUNTS
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Average Account Value$227,176
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, LA, NY, TX, WA
Tushar Kumar (CRD# 5703412) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 14 years of experience in the finance industry.
Vishal Kumar (CRD# 5763449) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 11 years of experience in the finance industry.
Sultan Beardsley (CRD# 7411357) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has 1 year of experience in the finance industry.
Katrina Hermanson (CRD# 6767957) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Wichita Falls, TX and has 1 year of experience in the finance industry.
Ekansh Vashishth (CRD# 7426655) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has 1 year of experience in the finance industry.