Firm profile

TTP INVESTMENTS, INC.

SAN JOSE, CACRD 284082Latest ADV March 25, 2026

Ttp Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 25, 2026, reports $571M in regulatory assets under management, 3 employees, and 1,038 accounts.

Assets Under Management
$571M
Employees
3
Offices
--
Total Clients
382
Primary office
SAN JOSE, CA
1978 THE ALAMEDA, SAN JOSE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLesley L. Jones

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
226
2
HNWI
40.6%
155
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$571Mas of March 25, 2026
Discretionary100.0%
$571M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$571M
Total Accounts1,038
10Y AUM Change+$457M (+400.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee127:1
10Y Employee Change+1 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.