Be advised. This firm is no longer registered.

Tweed Financial Services, Inc.

Tweed Financial Services, Inc. (CRD# 135352) is a financial advisory firm headquartered in San Marino, CA. They manage $2,000,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2060 Huntington Drive, Suite 1, San Marino, CA 91108
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $51,282
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tweed Financial Services, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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