Overview
Assets Under Management: $408 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 290
Average Client Assets: $1.0 million
Frequently Asked Questions
TITUS WEALTH MANAGEMENT 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 #136970), TITUS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TITUS WEALTH MANAGEMENT is headquartered in LARKSPUR, CA.
TITUS WEALTH MANAGEMENT serves 290 high-net-worth clients according to their SEC filing dated November 07, 2018. View client details ↓
According to their SEC Form ADV, TITUS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
TITUS WEALTH MANAGEMENT manages $408 million in client assets according to their SEC filing dated November 07, 2018.
According to their SEC Form ADV, TITUS WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 290
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.45%
Average Client Assets: $1.0 million
Total Client Accounts: 1,295
Discretionary Accounts: 1,295
Regulatory Filings
CRD Number: 136970
Filing ID: 1232495
Last Filing Date: 2018-11-07 16:22:00