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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLNER, HARRISON, CLAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLNER, HARRISON, CLAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & OWNER | E | Control |
| WILLNER, HARRIS, WAYNE | I | PRESIDENT & OWNER | E | Control |
Registrations
Federal
IA
Feb 3, 2016 REGISTERED
Notice Filings (3)
CA NH TX
Address
1978 THE ALAMEDASAN JOSE, CA 95126-1432
United States
Phone: 408-879-0399