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John Gerald Holtz

TITAN FUND MANAGEMENT, LLC·ALBUQUERQUE, New Mexico
Unclaimed Profile
6300 RIVERSIDE PLAZA LN, NW, ALBUQUERQUE, NM 87120CRD# 6874314Firm CRD# 290562
01

About

John Gerald Holtz 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# 6874314
Firm CRD# 290562
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Gerald Holtz offer?
John Gerald Holtz specializes in Retirement Planning. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are John Gerald Holtz's credentials?
John Gerald Holtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gerald Holtz located?
John Gerald Holtz 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 John Gerald Holtz charge for services?
John Gerald Holtz'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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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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