Titan Retirement Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$531M

Discretionary

$531M

100% of AUM

Avg account

$1.2M

Accounts

425

Employees

Advisory reps

Firm details

Headquarters: Fulshear, Texas
CRD number: 166359
Registered since: May 15, 2020
Website: www.investtitan.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans35.78%
Individuals28.25%
HNWI20.72%
Corporations / Businesses7.53%
Charitable Organizations4.71%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Titan Retirement Advisors LLC is a privately owned LLC that registered with the SEC in 2020 and serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and lists portfolio management for individuals, small businesses, and institutions among its core advisory services. It also offers pension consulting services, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm identifies as not being an active ESG investor and is not designated as a multi-state adviser.