Ttp Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$569,917,046
Clients
381
Advisors
3
of 3 employees
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
Expertise
Occupation focus
Fee options
Growth Portfolio Assets+: 0.90% Balanced Portfolio Assets+: 0.90% Conservative Portfolio Assets+: 0.50%
$300 per hour for Financial Planning; $400 per hour for Tax Advice
Main office
1978 The Alameda
San Jose CA 95126
Advisors at this office
3
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Harrison W
Series 65
San Jose, CA
Ttp Investments, Inc.
Harrison Willner is a financial advisor at Ttp Investments, Inc. with 12 years of industry experience. He holds a Series 65 credential and has been with Ttp Investments since 2016. Willner also provides tax preparation services through The Tax Practice, Inc., where he works as an accountant and tax preparer. Ttp Investments offers discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs based on client objectives and risk profiles, employing both fundamental and technical analysis alongside active derivatives strategies.
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.
Peter T
Series 65
San Jose, CA
Ttp Investments, Inc.
Peter Ta is a financial advisor at TTP Investments, Inc. in San Jose, CA, holding a Series 65 designation with three years of industry experience. His prior work history includes positions at Target, Smart & Final, Taco Bell, and roles at San Jose State University and De Anza Community College. TTP Investments provides discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm offers customized investment programs based on client objectives and risk profiles, combining fundamental and technical analysis with active use of derivatives and options within separately managed accounts.
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