Overview
Assets Under Management: $420 million
Headquarters: FULSHEAR, TX
High-Net-Worth Clients: 2
Average Client Assets: $50 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.81
Average High-Net-Worth Client Assets: $50 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