Titleist Asset Management is an investment advisor in San Antonio with $960.50 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
920660938
SEC advisor number
801-126953
FINRA CRD number
323567
AUM ?
$960.50 mm
(as of 13 Apr 23)
Accounts
4,095
(as of 13 Apr 23)
Employees
32
(27 investment advisory or research)
Office hours
Monday - Friday, 8AM - 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fields, Byron, Lucien | Managing Partner | 08/2022 | 50-75% |
O'banion, Joe-ben | Managing Partner | 08/2022 | 25-50% |
King, Russell, Clark | Partner | 08/2022 | 5-10% |
Kalb, Neil, Howard | Partner | 08/2022 | < 5% |
Sadzewicz, Gery, Joseph | Chief Compliance Officer | 02/2023 | < 5% |
Latest filings (excl ownership)
No filings