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Building 2TWEET MANAGEMENT SERVICES, INC.

Map pinLA MESA, CA
Phone619-867-4855
NotebookSEC #801-135865
Total AUM
$120.5M
Employees
1
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5480 BALTIMORE DR. #206
LA MESA
CA 91942
United States
Operating Hours
8-5
Monday - Friday
Phone
619-867-4855

ReceiptFinancials

Total AUM
$120.5M
Accounts
665
Discretionary
$0
Accounts
0
Non-Discretionary
$120.5M
Accounts
665

ContactClients

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Individual Clients
125
AUM
$42.6M
HNW Individual Clients
43
AUM
$76M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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