Titleist Asset Management, LLC
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Overview
Titleist Asset Management, LLC is an advisory firm headquartered in San Antonio, Texas. It oversees $960.5 million in total assets across 4,095 customer accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). Titleist Asset Management, LLC has a small group, including 27 financial advisors. Titleist Asset Management, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like bonds, equities and options.
Titleist Asset Management, LLC manages all of its client assets on a discretionary basis. Discretionary management means that buy and sell judgments are made by a portfolio manager without requiring client authorization. The company supervises roughly $234,554 for each account. The average financial advisor at Titleist Asset Management, LLC oversees about 152 client accounts.
Titleist Asset Management, LLC's central office is at 777 E. Sonterra Blvd., Suite 330, San Antonio, Texas 78258. The company is registered to provide services to investors across 5 states, including Florida, Iowa, New York, Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Titleist Asset Management, LLC by the Numbers
$960.5 million
32
4,095
$234.6 thousand
Products and Services
Titleist Asset Management, LLC provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. However, the company did not provide any of its clients with financial planning services in the last fiscal year. Titleist Asset Management, LLC is not involved in selling products or offering services other than investment advisory services to its investment advisory clients. Titleist Asset Management, LLC is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on which services the firm provides the client. However, fees charged by the firm likely are comprised of the following fee types: asset-based, fixed or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 1% of firms
Commissions
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with retail investors, high net worth investors and corporations. Out of its 4,095 customers, Titleist Asset Management, LLC's largest client type by number of accounts is retail investors, but it also caters to 598 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 45.03%
- Other Individuals - 53.99%
- Corporations - 0.98%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Titleist Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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