other names
  • TTP INVESTMENTS, INC.

Adviser Profile

As of Date 03/19/2025
ADV Location SAN JOSE, CA, United States
Adviser Type - Large advisory firm
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Registration SEC, Approved, 06/30/2016
AUM* 485,281,841 61%
of that, discretionary 485,281,841 61%
Private Fund GAV* 0
Avg Account Size 473,908 43%
% High Net Worth 36.34% 33%
SMA’s Yes
Private Funds 0
Contact Info 408 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

330M 283M 236M 189M 142M 94M 47M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary