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Home > Retirement Planners > california > san jose > TTP INVESTMENTS, INC.
TTP INVESTMENTS, INC.
1978 The Alameda
San Jose, California 95126
Tel: 408-879-0399
About TTP INVESTMENTS, INC.
TTP INVESTMENTS, INC, formally registered with the SEC as TTP INVESTMENTS, INC. The firm was established in 06/30/2016. They have over 1 offices throughout the country.
TTP INVESTMENTS, INC. is a San Jose, California based Financial Planning firm with nearly $405,475,731 assets under management, offering retirement planning & investment advisory services to 986 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284082 |
| SEC# | 801-107967 |
| Assets Managed by Firm | $405,475,731 |
| No. of Clients | 986 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 986 | $405,475,731 |
| Individuals (other than high net worth individuals) | 264 | $52,273,856 |
| High net worth individuals | 127 | $352,590,137 |
| Charitable organizations | 1 | $611,738 |
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