Titan Financial Services, LLC

Overview

Titan Financial Services, LLC is a small, multi-activity financial services firm that serves both individual/family and institutional clients. The firm operates as a limited liability company and combines advisory services (financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting) with brokerage, insurance brokerage, and accounting activities. Its revenue and engagement models are mixed: fee-based arrangements (percentage of AUM, hourly and fixed fees) sit alongside commission business. Titan does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives