Assets Under Management
$2.1B
Number of Clients
1,875
Number of Advisors
37
Average Client AUM
$1.1M
AUM per Advisor
$55.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Titleist Asset Management, LLC (TAM) manages assets through a wrap fee program, both discretionary and non-discretionary. They create and manage asset allocation models and recommend portfolios based on client goals and objectives. TAM may utilize leverage and charges fees on the gross value of the portfolio.
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258