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Home > Retirement Planners > texas > fulshear > TITAN RETIREMENT ADVISORS LLC
TITAN RETIREMENT ADVISORS LLC
5757 Flewellen Oaks Ln
Ste 601
Fulshear, Texas 77441
Tel: 713-239-2866
About TITAN RETIREMENT ADVISORS LLC
TITAN RETIREMENT ADVISORS LLC, formally registered with the SEC as TITAN RETIREMENT ADVISORS LLC. The firm was established in 05/15/2020. They have over 1 offices throughout the country.
TITAN RETIREMENT ADVISORS LLC is a Fulshear, Texas based Financial Planning firm with nearly $360,000,000 assets under management, offering retirement planning & investment advisory services to 306 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166359 |
| SEC# | 801-118730 |
| Assets Managed by Firm | $360,000,000 |
| No. of Clients | 306 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 306 | $360,000,000 |
| Individuals (other than high net worth individuals) | 94 | $40,000,000 |
| High net worth individuals | 34 | $75,000,000 |
| Pension and profit sharing plans | 141 | $185,000,000 |
| Charitable organizations | 3 | $15,000,000 |
| Corporations or other businesses | 22 | $30,000,000 |
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