Unclaimed Profile

Neil Howard Kalb

TITLEIST ASSET MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 7, Series 63, Series 65, Series 99TOClean record19 years registeredTITLEIST ASSET MANAGEMENT, LLC

777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX 78258CRD# 2883701Firm CRD# 323567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Neil Howard Kalb · SAN ANTONIO, TX

Registration

CRD #2883701 · TITLEIST ASSET MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

TITLEIST ASSET MANAGEMENT, LLC

Apr 2023 – present

TITLEIST CAPITAL, LLC

Jul 2011 – Aug 2023

SAN ANTONIO, TX

SWBC INVESTMENT COMPANY

Mar 2008 – May 2011

SAN ANTONIO, TX

USAA INVESTMENT MANAGEMENT COMPANY

Dec 2006 – Mar 2007

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · December 13, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TITLEIST ASSET MANAGEMENT, LLC

CRD 323567 · SEC 801-126953

AUM

$2.0B

Regulatory assets under management

Employees

4,687 client accounts

Services offered by TITLEIST ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TITLEIST ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Neil Howard Kalb offer?

Neil Howard Kalb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Neil Howard Kalb's credentials?

Neil Howard Kalb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Howard Kalb located?

Neil Howard Kalb is based in SAN ANTONIO, Texas, working with TITLEIST ASSET MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Neil Howard Kalb charge for services?

Neil Howard Kalb's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TITLEIST ASSET MANAGEMENT, LLC?

TITLEIST ASSET MANAGEMENT, LLC has approximately 27 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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