Peter Ta
TTP Investments · San Jose, California
Peter Ta is a fee-only financial advisor at TTP Investments in San Jose, California. TTP Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | TTP Investments |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Assets under management | $570.6M across 1,038 accounts |
| SEC registration | Investment adviser representative in CA, IL, NH, TX · CRD 7815638 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ttp-investments.com |
How Peter's firm compares
- TTP Investments's average account is about $550,000, from its Form ADV (assets managed divided by 1,038 accounts).
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Questions about Peter
Is Peter Ta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and TTP Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, TTP Investments, reports charging a percentage of assets on its SEC Form ADV.
How much does Peter charge?
According to TTP Investments's website, checked October 30, 2026: no asset minimum.
Where is Peter Ta based?
Peter Ta is based in San Jose, California.
Is Peter Ta registered with the SEC?
Yes. Peter Ta is registered as an investment adviser representative in CA, IL, NH and TX (CRD 7815638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TTP Investments manage?
TTP Investments reports $570.6M across 1,038 accounts in assets under management.
How do I contact Peter Ta?
Through Peter's website, www.ttp-investments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Jose
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TTP Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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