Harris
Willner
Ttp Investments, Inc
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About this Advisor
Harris Willner is a financial advisor who works in San Jose, California who has 7 years of relevant experience. Willner is on the advisory team at Ttp Investments, Inc. Their career trajectory has included roles at Ttp Investments, Inc and The Tax Practice, Inc. Willner maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in California, New Hampshire and Texas. Ttp Investments, Inc is an advisory firm that has its headquarters in San Jose, CA. It manages $302 million in assets across its 910 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises one charities and foundations. Of its 910 client accounts, 27% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services vary depending on the services offered. However, fees billed by Ttp Investments, Inc likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ttp Investments, Inc Brokerage Details
$301,512,430
2
910
$331,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Harris Willner Work History
Harris has been registered as a financial advisor for 7 years.*
Ttp Investments, Inc
The Tax Practice, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Harris Willner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ttp Investments, Inc
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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