Overview
Assets Under Management: $420 million
Headquarters: FULSHEAR, TX
High-Net-Worth Clients: 40
Average Client Assets: $2 million
Frequently Asked Questions
TITAN RETIREMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166359), TITAN RETIREMENT ADVISORS LLC is subject to fiduciary duty under federal law.
TITAN RETIREMENT ADVISORS LLC is headquartered in FULSHEAR, TX.
TITAN RETIREMENT ADVISORS LLC serves 40 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, TITAN RETIREMENT ADVISORS LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
TITAN RETIREMENT ADVISORS LLC manages $420 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, TITAN RETIREMENT ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 360
Discretionary Accounts: 360
Regulatory Filings
CRD Number: 166359
Filing ID: 1957073
Last Filing Date: 2025-03-27 09:09:00
Website: https://investtitan.com