KT
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
198 clients
Average Client Portfolio
$520K average
Assets Under Management
$103.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Tweet Management Services, Inc. brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
5480 Baltimore Dr. #207, La Mesa, CA, 91942
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tweet Management Services, INC.
April 2011 - Present · 14 yrs 9 mos
Previous Registrations
Salt Capital Management, INC.
February 2011 - December 2011 · 10 mos
Salt Capital Management, INC.
January 2009 - December 2010 · 1 yr 11 mos
Ameriprise Financial Services, INC.
September 2001 - January 2009 · 7 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.