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Harris Wayne Willner

TTP INVESTMENTS, INC.·SAN JOSE, California
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1978 THE ALAMEDA, SAN JOSE, CA 95126CRD# 3146767Firm CRD# 284082
01

About

Harris Wayne Willner is a registered financial advisor based in SAN JOSE, California, affiliated with TTP INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TTP INVESTMENTS, INC.
TTP INVESTMENTS, INC.
AUM
$405M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TTP INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3146767
Firm CRD# 284082
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harris Wayne Willner offer?
Harris Wayne Willner specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are Harris Wayne Willner's credentials?
Harris Wayne Willner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harris Wayne Willner located?
Harris Wayne Willner is based in SAN JOSE, California, working with TTP INVESTMENTS, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Harris Wayne Willner charge for services?
Harris Wayne Willner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TTP INVESTMENTS, INC.?
TTP INVESTMENTS, INC. has approximately 2 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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