TITLEIST ASSET MANAGEMENT, LLC

777 E. Sonterra Blvd., Suite 330
San Antonio, Texas 78258
Tel: 210-826-2424

About TITLEIST ASSET MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

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