T&t Capital Management

T&t Capital Management (CRD# 158407) is a financial advisory firm headquartered in , . They manage $47,452,676 in 233 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $203,660
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NY, PA, TX

Financial Advisors at T&t Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Peter B. Travis
CRD#: 5830345
2211 Michaelson Drive, Suite 850, Irvine, CA 92612
93
Wealthminder
score

Peter Travis (CRD# 5830345) is an Investment Advisor Representative working at T&t Capital Management in Irvine, CA and has over 7 years of experience in the finance industry.

2
Timothy P. Travis
CRD#: 4698981
Scottsdale, AZ
93
Wealthminder
score

Timothy Travis (CRD# 4698981) is an Investment Advisor Representative working at T&t Capital Management in Scottsdale, AZ and has over 10 years of experience in the finance industry.

3
Mario D. Fragomeno
CRD#: 6021105
2211 Michelson Drive, Suite 850, Irvine, CA 92612
90
Wealthminder
score

Mario Fragomeno (CRD# 6021105) is an Investment Advisor Representative working at T&t Capital Management in Irvine, CA and has over 5 years of experience in the finance industry.

4
Joel T. Kelner
CRD#: 5865866
2211 Michaelson Drive, Suite 820, Irvine, CA 92612
89
Wealthminder
score

Joel Kelner (CRD# 5865866) is an Investment Advisor Representative working at T&t Capital Management in Irvine, CA and has over 4 years of experience in the finance industry.

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