Ttp Investments, Inc. logo

Ttp Investments, Inc.

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Client assets under management

$569,917,046

Clients

381

41% high-net worth

Advisors

3

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

127

Very High

Average account size

$1,495,845

About

TTP Investments provides discretionary asset management, financial planning, and tax-related advice through an affiliated firm, serving individuals, trusts, estates, qualified and non-qualified retirement plans, corporations, and other business entities. The firm also makes referrals to unaffiliated third parties for certain transactions, such as 1031 exchanges, and discloses receipt of referral fees for those services.

Investment programs are customized to client objectives and documented risk profiles (Conservative, Balanced, Growth), with monthly reviews and periodic rebalancing. TTP employs both fundamental and technical analysis, and its Growth strategy emphasizes sector momentum and rotation; the firm may also use derivatives and options strategies (including covered, uncovered and spread positions) within separately managed accounts.

Noteworthy distinctions disclosed in the brochure include an affiliated tax practice that provides tax preparation and representation alongside advisory services and an explicit referral arrangement for 1031 exchange transactions. The firm reports managing over $570 million on a discretionary basis while stating no required account minimum, combining sizable institutional-scale assets, integrated tax services, and active derivatives use in a way that is less common among peers.

Client services

Financial planning Portfolio management

Expertise

Tax strategies for small businesses Options & derivatives strategies Real estate investing Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

Growth Portfolio Assets+: 0.90% Balanced Portfolio Assets+: 0.90% Conservative Portfolio Assets+: 0.50%

Project-based

$300 per hour for Financial Planning; $400 per hour for Tax Advice

Main office location

Ttp Investments, Inc.

1978 The Alameda

San Jose CA 95126, United States

Number of offices

1

Most active in

Arizona · California · Illinois · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Harrison W

Series 65

San Jose, CA

Ttp Investments, Inc.

Harrison Willner is a financial advisor at Ttp Investments, Inc. in San Jose, CA, holding a Series 65 license with 12 years of industry experience. Before joining Ttp Investments in 2016, he worked at The Tax Practice from 2010 to 2016, where he continues to provide tax preparation services as an accountant. Ttp Investments offers discretionary asset management, financial planning, and consulting for individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through an affiliated tax practice and employs a combination of fundamental and technical analysis, using a variety of investment vehicles including options and derivatives within custom portfolios.

Tax strategies for small businesses Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Harris W

Series 65

San Jose, CA

Ttp Investments, Inc.

Harris Willner is a financial advisor at Ttp Investments, Inc. with 27 years of industry experience. He holds a Series 65 designation and has served as President and CEO of The Tax Practice, Inc., a tax preparation services firm, since 1992. Ttp Investments provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through its affiliated tax practice and uses a combination of fundamental and technical analysis to manage custom portfolios aligned with client risk profiles.

Tax strategies for small businesses Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Peter T

Series 65

San Jose, CA

Ttp Investments, Inc.

Peter Ta is a Series 65 licensed financial advisor at TTP Investments, Inc. in San Jose, CA, with two years of industry experience. His prior work history includes roles outside of finance, such as positions at Target and Smart & Final. TTP Investments provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis, including options and derivative strategies, to build customized portfolios aligned with client risk profiles.

Tax strategies for small businesses Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner Retired
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