20715 N Pima Road
Suite 108
Scottsdale, Arizona 85255
Tel: (209) 529-3089
TITAN CAPITAL MANAGEMENT, formally registered with the SEC as TITAN CAPITAL MANAGEMENT. The firm was established in 04/08/2022. They have over 2 offices throughout the country.
TITAN CAPITAL MANAGEMENT is a Scottsdale, Arizona based Financial Planning firm with nearly $100,909,838 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 319447 |
SEC# | 801-123690 |
Assets Managed by Firm | $100,909,838 |
No. of Clients | 347 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 347 | $100,909,838 |
Individuals (other than high net worth individuals) | 95 | $40,102,438 |
High net worth individuals | 22 | $39,663,995 |
Other investment advisers | Fewer than 5 clients | $21,143,405 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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