Kyle Matthew Tweet

ChFC

Tweet Management Services, INC.

24 Years of Experience

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Areas of Practice

Investment Management

Tweet Management Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

198 clients

Average Client Portfolio

$520K average

Assets Under Management

$103.0M

Location

5480 Baltimore Dr. #207, La Mesa, CA, 91942

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Tweet Management Services, INC.

April 2011 - Present · 14 yrs 10 mos

Previous Registrations

Salt Capital Management, INC.

February 2011 - December 2011 · 10 mos

Salt Capital Management, INC.

January 2009 - December 2010 · 1 yr 11 mos

Ameriprise Financial Services, INC.

September 2001 - January 2009 · 7 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.