TTP INVESTMENTS, INC.
Adviser information for TTP INVESTMENTS, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 986 | $405.5M |
Non-Discretionary | 0 | $0 |
Total | 986 | $405.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 264 | $52.3M |
HNW Individuals | 127 | $352.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 1 | $611,738 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMHourly charges |
Other Business Activities | TAX PREPARATION |
Principal Office
1978 THE ALAMEDASAN JOSE
CA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 408-879-0399, Fax: 408-377-2456
Chief Compliance Officer
STEVEN LUDWIG
140 E. 45TH STREET
29TH FLOOR
NEW YORK
NY
United States
Tel:
(949)637-9407
S************@************M
(Full email address available in API data)
Regulatory Contact
HARRISON C. WILLNER
1978 THE ALAMEDA
SAN JOSE
CA
United States
Tel:
(408) 879-0399
Fax:
(408) 377-2456
H*******@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WILLNER, HARRIS, WAYNE | Individual | – | PRESIDENT & OWNER | 02/2016 | > 75% |
WILLNER, HARRISON, CLAY | Individual | – | OWNER | 01/2022 | 10-25% |
LUDWIG, STEVEN, CHARLES | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 258K | 465 | – |
ADVANCED MICRO DEVICES INC | COM | 3M | 19K | – |
ALPHABET INC | CAP STK CL C | 466K | 3K | – |
ALPHABET INC | CAP STK CL A | 3M | 15K | – |
AMAZON COM INC | COM | 3M | 17K | – |
APPLE INC | COM | 23M | 108K | – |
APPLIED MATLS INC | COM | 3M | 11K | – |
ARISTA NETWORKS INC | COM | 280K | 800 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
BROADCOM INC | COM | 5M | 3K | – |
CHEVRON CORP NEW | COM | 3M | 21K | – |
CITIGROUP INC | COM NEW | 354K | 6K | – |
ENOVIX CORPORATION | COM | 5M | 293K | – |
EXXON MOBIL CORP | COM | 3M | 27K | – |
ISHARES TR | 7-10 YR TRSY BD | 734K | 8K | – |
ISHARES TR | MSCI USA MIN VOL | 952K | 11K | – |
LAM RESEARCH CORP | COM | 397K | 372 | – |
META PLATFORMS INC | CL A | 9M | 17K | – |
MICROSOFT CORP | COM | 9M | 19K | – |
NVIDIA CORPORATION | COM | 25M | 199K | – |
ORACLE CORP | COM | 331K | 2K | – |
PROSHARES TR | PSHS ULT S&P 500 | 64M | 769K | – |
SIMON PPTY GROUP INC NEW | COM | 4M | 24K | – |
SOUTHWEST GAS HLDGS INC | COM | 251K | 4K | – |
SPDR S&P 500 ETF TR | TR UNIT | 6M | 12K | – |
SYNOPSYS INC | COM | 4M | 7K | – |
T ROWE PRICE ETF INC | CAP APPRECIATION | 31M | 983K | – |
TESLA INC | COM | 5M | 26K | – |
UBER TECHNOLOGIES INC | COM | 11M | 152K | – |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 41M | 472K | – |
VANGUARD WORLD FD | INF TECH ETF | 2M | 3K | – |
VISA INC | COM CL A | 218K | 830 | – |
WORKDAY INC | CL A | 285K | 1K | – |