Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Shorebird Capital is an independent investment management firm providing model portfolios to its affiliate, Titleist Asset Management, LLC. They offer seven different model portfolios that are monitored by the firm’s investment committee. Shorebird Capital does not manage advisory client assets.
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258