Tweet Management Services, Inc.

Tweet Management Services, Inc. (CRD# 156730) is a financial advisory firm headquartered in La Mesa, CA. They manage $8,633,979 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $42,117
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
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.

CA

Financial Advisors at Tweet Management Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kyle M. Tweet
CRD#: 4420042
5480 Baltimore Dr. #207, La Mesa, CA 91942
96
Wealthminder
score

Kyle Tweet (CRD# 4420042) is an Investment Advisor Representative working at Tweet Management Services, Inc. in La Mesa, CA and has over 16 years of experience in the finance industry.

2
Darren Devries
CRD#: 6129629
5480 Baltimore Dr. #207, La Mesa, CA 91942
90
Wealthminder
score

Darren Devries (CRD# 6129629) is an Investment Advisor Representative working at Tweet Management Services, Inc. in La Mesa, CA and has over 4 years of experience in the finance industry.

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