$525MM AUM | $4.5MM GDC in San Antonio, TX

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
142 days old
General
Location
San Antonio, TX, US
Profile Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$525,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

Titleist Asset Management, Ltd. (“Titleist”) was established in 2003 as a Registered Investment Advisor (“RIA”) and Broker-Dealer. Dual registration enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, industry leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. 

Our business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. We foster a team based entrepreneurial environment that enables everyone at the firm to achieve their maximum potential.

Our clientele includes institutions, retail, charities, trusts, foundations, partnerships and corporations. Titleist is registered and licensed with the SEC, FINRA, MSRB, Texas Department of Insurance, and is a member of SIPC. Partnered with Charles Schwab, TD Ameritrade, Raymond James, SEI Investments and AXOS Clearing to provide custody of client assets with top tier independent custodians.

We are searching for advisors and RIAs who are interested in joining a well established independent investment firm.

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