KT
ChFC

Kyle Matthew Tweet

24 Years of Experience

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

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Regulatory 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.

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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.