1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TTP INVESTMENTS, INC.

Map pinSAN JOSE, CA
Phone408-879-0399
NotebookSEC #801-107967
Total AUM
$570.6M
Employees
3
Clients
382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1978 THE ALAMEDA
SAN JOSE
CA 95126
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
408-879-0399

ReceiptFinancials

Total AUM
$570.6M
Accounts
1,038
Discretionary
$570.6M
Accounts
1,038
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
226
AUM
$70M
HNW Individual Clients
155
AUM
$499.9M
Charitable Organization Clients
1
AUM
$678.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILNHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account