777 E. Sonterra Blvd., Suite 330
San Antonio, Texas 78258
Tel: 210-826-2424
TITLEIST ASSET MANAGEMENT, LLC, formally registered with the SEC as TITLEIST ASSET MANAGEMENT, LLC. The firm was established in 11/25/2022. They have over 12 offices throughout the country.
TITLEIST ASSET MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $1,975,563,403 assets under management, offering retirement planning & investment advisory services to 4687 clients. The firm is staffed with 27 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 323567 |
SEC# | 801-126953 |
Assets Managed by Firm | $1,975,563,403 |
No. of Clients | 4687 |
No. of Advisors | 27 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4687 | $1,975,563,403 |
Individuals (other than high net worth individuals) | 703 | $836,805,270 |
High net worth individuals | 859 | $1,022,761,997 |
Corporations or other businesses | 30 | $115,996,136 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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