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. The firm is organized as a corporation with individual ownership and serves both individual/family and institutional clients. Its compensation model includes percentage-of-AUM fees alongside other fee arrangements. Primary advisory services listed are financial planning and portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$191M in ETFs
100%
$191M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA S&P500 (SSO) | ProShares | Passive | Trading Leveraged Equity | $76.6M | 1,104,915 | 40.11% |
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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