Falists
← Back to search

TWEET MANAGEMENT SERVICES, INC.

CRD 156730 · SEC 801-135865

Visit website

5480 BALTIMORE DR. #206, LA MESA, CA, 91942, United States

Phone

619-867-4855

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$120.5M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals125$42.6M
High net worth individuals43$76.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD