CRD: 156730
Tweet Management Services, Inc.
$120.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
168 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2011
- Office Locations
- 1
Office Locations
5480 Baltimore Dr. #206 LA Mesa CA
About Tweet Management Services, Inc.
Tweet Management Services is an independent RIA providing wealth management, financial planning, and risk mitigation for families, retirees, professionals, and business owners. The team builds values-based plans aligned to goals and life events, with an emphasis on long-term investing, including Kyle Tweet’s “Best in Class” stock portfolio approach. A CPA advisor supports integrated tax planning.
Team overview
43 AVG AGE
$120.5M AVG AUM / ADVISOR
$717.3K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
K
KYLE MATTHEW TWEET
Chief Compliance Officer, President, Registered Investment Advisor
- CRD
- #4420042
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $120,500,000 | $181,203 |
| Total | $120,500,000 | $181,203 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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