Titan
Firm details
- Headquarters
- New York, New York
- CRD number
- 290111
- Registered since
- December 8, 2017
- Website
- www.titan.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.27%
- HNWI36.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Titan operates as a limited liability company that registered with the SEC in 2017 and positions itself as an adviser to individuals and families. Its primary services include financial planning and portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. The firm lists a broker-dealer affiliation among its industry connections. Titan does not identify as an active ESG investor and is not presented as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Cash & Cash Equivalents21%
- Public Funds/Mutual Funds12%
Owners & executives
3 of 3Sara Egide
Chief Legal and Compliance OfficerCRD 7824215
Joseph Percoco
Co-founder & Co-CEOCRD 5813688
Clayton Gardner
Co-founder & Co-CEOCRD 5811832
Contacts
3 of 8
Nicholas Coke
Client Experience AssociateCRD 7802172
Beau Reed
Client Experience AssociateCRD 7578067
John Sullivan
DirectorCRD 7010825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$167M in ETFs
88%
$148M
0%
$19.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $69.7M | 106,766 | 41.65% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 508 Laguardia Pl
- Time zone
- ET (UTC-5)
- Office locations
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