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 9 offices throughout the country.
TITLEIST ASSET MANAGEMENT, LLC is a San Antonio, Texas based Financial Planning firm with nearly $960,498,129 assets under management, offering retirement planning & investment advisory services to 4095 clients. The firm is staffed with 32 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 323567 |
SEC# | 801-126953 |
Assets Managed by Firm | $960,498,129 |
No. of Clients | 4095 |
No. of Advisors | 32 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4095 | $960,498,129 |
Individuals (other than high net worth individuals) | 717 | $534,997,458 |
High net worth individuals | 598 | $403,409,214 |
Corporations or other businesses | 13 | $22,091,457 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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