TITLEIST ASSET MANAGEMENT, LLC

SAN ANTONIO, Texas·2 registered advisors·CRD# 323567

SEC# 801-12695311210-826-2424

01

Firm Overview

AUM

$2.0B

Regulatory assets under management

Employees

27

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at TITLEIST ASSET MANAGEMENT, LLC

2 registered advisors

Neil Howard Kalb

SAN ANTONIO, Texas

Russell Clark King

SAN ANTONIO, Texas

05

Office Locations

SAN ANTONIO, Texas

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Data sourced from SEC Form ADV filings. TITLEIST ASSET MANAGEMENT, LLC (CRD# 323567) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.