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TITAN
508 Laguardia Place
New York, New York 10012
Tel: 973-490-4042
About TITAN
TITAN, formally registered with the SEC as TITAN. The firm was established in 12/08/2017. They have over 1 offices throughout the country.
TITAN is a New York, New York based Financial Planning firm with nearly $882,042,531 assets under management, offering retirement planning & investment advisory services to 51279 clients. The firm is staffed with 63 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290111 |
| SEC# | 801-112142 |
| Assets Managed by Firm | $882,042,531 |
| No. of Clients | 51279 |
| No. of Advisors | 63 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 51279 | $882,042,531 |
| Individuals (other than high net worth individuals) | 43038 | $704,498,534 |
| High net worth individuals | 1835 | $177,543,997 |
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