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TITLEIST ASSET MANAGEMENT, LLC
CRD 323567 · SEC 801-126953
777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX, 78258, United States
Phone
210-826-2424
Fax
210-579-7177
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.66B
Discretionary AUM
$2.62B
Team
41 total employees; 25 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 857 | $1.12B |
| High net worth individuals | 1048 | $1.37B |
| Corporations/business entities | 42 | $157.2M |
States served
AZ, AR, CA, CO, GA, IL, IN, IA, LA, MA, NE, NV, NJ, NY, NC, OH, OK, SC, MO, TX, FL
All web addresses on file
- https://www.mosaicfinancialadvisers.com/
- https://www.linkedin.com/company/titleistassetmanagement/
- https://twitter.com/titleistasset
- https://www.facebook.com/ttitleistassetmanagement/
- https://www.highpoint-wealth.com/
- https://www.bradywealthmanagement.com/
- https://www.tamgmt.com
- https://www.titleistadvisornetwork.com
- https://www.keystonewealthmgmt.com/
- https://www.visionbasedplanning.com/
- https://www.blumandwhite.com/
- https://paragonpwg.com/
- https://rjuddwealth.com/
Official SEC filing: View on IAPD