TTP Investments, Inc.
Firm details
- Headquarters
- San Jose, California
- CRD number
- 284082
- Registered since
- June 30, 2016
- Website
- ttp-investments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI87.61%
- Individuals12.27%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TTP Investments, Inc. is an independent registered investment adviser that has been SEC-registered since 2016 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management specifically for individuals and small businesses. Its fees are charged as a percentage of assets under management along with other fee arrangements. The adviser is not positioned as a capital allocator, does not self-identify as an active ESG investor, and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Non-Exchange Traded Equities47%
- US Government Bonds2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Harrison Willner
Investment Adviser RepresentativeCRD 6171789
Harris Willner
OwnerCRD 3146767
Lesley Jones
Principal ConsultantCRD 4636524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$173M in ETFs
90%
$155M
0%
$17.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA S&P500 (SSO) | ProShares | Passive | Trading Leveraged Equity | $64.3M | 953,807 | 37.21% |
Location
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1978 The Alameda
- Time zone
- PT (UTC-8)
- Office locations
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