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 serving individuals, families and some institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses, charging fees largely as a percentage of assets under management (with other fee arrangements as needed). TTP runs a portfolio lineup that favors exchange-traded securities while supplementing core equity exposures with mutual funds and select alternative allocations run by third‑party managers. Investment positioning shows a clear tilt toward liquid, index‑style instruments—ETFs make up the largest share of its public equity sleeve—while the firm uses external managers to access less liquid real assets and energy strategies. TTP is not an active ESG investor and does not present itself as a multi‑state or pension consultant 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 4HARRISON 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 20Active vs passive
$268M in ETFs
95%
$253M
0%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $51M | 1,117,102 | 19.01% |
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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