Tweet Management Services, Inc.
Tweet Management Services, Inc. (CRD# 156730) is a financial advisory firm headquartered in La Mesa, CA. They manage $87,000,000 in 598 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Tweet Management Services, Inc.
By the Numbers
-
Total Assets Under Management87MILLION
-
Total Number of Accounts598ACCOUNTS
-
Average Account Value$145,485
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Tweet Management Services, Inc.
1
Darren Devries (CRD# 6129629) is an Investment Advisor Representative working at Tweet Management Services, Inc. in Encinitas, CA and has over 10 years of experience in the finance industry.
2
Kyle Tweet (CRD# 4420042) is an Investment Advisor Representative working at Tweet Management Services, Inc. in La Mesa, CA and has over 22 years of experience in the finance industry.
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