THE TAX PRACTICE, INC.
Legal name: TTP INVESTMENTS
CRD #133433 SEC #801-81093 SAN JOSE, CA 408-879-0399
SEC Registered
Total AUM
$102.1M
Discretionary
$102.1M
Employees
2
Clients
1
Accounts
466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $102.1M | $102.1M | $0 | 2 | 200 |
| Mar 2015 | $102.4M | $102.4M | $0 | 2 | 200 |
| Jan 2011 | $38.6M | $38.6M | $0 | 5 | -- |
| Nov 2010 | $38.6M | $38.6M | $0 | 5 | -- |
| Jan 2008 | $30.6M | $30.6M | $0 | 5 | -- |
| Oct 2007 | $25.2M | $25M | $258.9K | 5 | -- |
| Sep 2007 | $25.2M | $25M | $258.9K | 5 | -- |
DateFeb 2016
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees2
Clients200
DateJan 2011
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$25.2M
Discretionary$25M
Non-Disc.$258.9K
Employees5
Clients--
DateSep 2007
Total AUM$25.2M
Discretionary$25M
Non-Disc.$258.9K
Employees5
Clients--