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Adam James

TITAN FUND MANAGEMENT, LLC·ALBUQUERQUE, New Mexico
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6300 RIVERSIDE PLAZA LN, NW, ALBUQUERQUE, NM 87120CRD# 7205855Firm CRD# 290562
01

About

Adam James is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with TITAN FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TITAN FUND MANAGEMENT, LLC
TITAN FUND MANAGEMENT, LLC
AUM
$229M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at TITAN FUND MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7205855
Firm CRD# 290562
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam James offer?
Adam James specializes in Retirement Planning. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Adam James's credentials?
Adam James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam James located?
Adam James is based in ALBUQUERQUE, New Mexico, working with TITAN FUND MANAGEMENT, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Adam James charge for services?
Adam James's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TITAN FUND MANAGEMENT, LLC?
TITAN FUND MANAGEMENT, LLC has approximately 22 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBUQUERQUE
Gregory Joseph Zanetti — ZANETTI FINANCIAL, LLCAndrew William Dolan — DXD SS FUND MANAGEMENT, LLCJoseph Jacob Kopczynski — UASNM, INC.Matthew David Keller — UASNM, INC.Lisa Ann Ulrich — ULRICH CONSULTING GROUP, LLC
Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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