Titan

Overview

Titan operates as a fee-based limited liability advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. Registered with the SEC in 2017, the firm bills clients on a percentage-of-AUM basis and identifies its primary clients as individual and family investors. Titan reports advisory services that emphasize portfolio construction and planning rather than pension consulting or multi-state institutional mandates, and it does not describe itself as an active ESG investor. The firm's regulatory profile lists an affiliation with a broker-dealer, and its ownership is described as a domestic entity with individual ownership. Service delivery appears retail-oriented given the client base and the mix of custody and investment products described elsewhere in filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices