Titleist Asset Management is an investment advisor in San Antonio with $1.00 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
721546466
SEC advisor number
801-126953
FINRA CRD number
323567
AUM ?
$960.50 mm
(as of 8 May 23)
Accounts
4,095
(as of 8 May 23)
Employees
32
(27 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22