Titleist Asset Management, Ltd.

Titleist Asset Management, Ltd. (CRD# 126136) is a financial advisory firm headquartered in San Antonio, TX. They manage $280,000,000 in 760 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $368,421
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Titleist Asset Management, Ltd.
Showing 1 - 10 of 13 top financial advisors.
1
Srdjan Blum
CRD#: 4688896
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
96
Wealthminder
score

Srdjan Blum (CRD# 4688896) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 14 years of experience in the finance industry. Srdjan Blum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard M. Judd
CRD#: 3142098
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
96
Wealthminder
score

Richard Judd (CRD# 3142098) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 18 years of experience in the finance industry. Richard Judd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher Rawson
CRD#: 4463905
3310 Katy Freeway, Suite 340, Houston, TX 77007
96
Wealthminder
score

Christopher Rawson (CRD# 4463905) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Houston, TX and has over 16 years of experience in the finance industry. Christopher Rawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Enrique Araiza
CRD#: 4132391
11111 Katy Freeway, Suite 1013, Houston, TX 77079
93
Wealthminder
score

Enrique Araiza (CRD# 4132391) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Houston, TX and has over 18 years of experience in the finance industry.

5
Cecil R. Ardoin
CRD#: 4881393
711 W. Bay Area Blvd., Suite 410, Webster, TX 77598
93
Wealthminder
score

Cecil Ardoin (CRD# 4881393) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Webster, TX and has over 13 years of experience in the finance industry.

6
Byron L. Fields
CRD#: 4227890
777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Byron Fields (CRD# 4227890) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 17 years of experience in the finance industry.

7
Tammy L. Freeman
CRD#: 2955739
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Tammy Freeman (CRD# 2955739) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 18 years of experience in the finance industry.

8
Neil H. Kalb
CRD#: 2883701
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Neil Kalb (CRD# 2883701) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 20 years of experience in the finance industry.

9
Russell C. King
CRD#: 4601106
2301 S Capital Of Texas Hwy., Suite J-101, Austin, TX 78746
93
Wealthminder
score

Russell King (CRD# 4601106) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Austin, TX and has over 15 years of experience in the finance industry.

10
Roberto Sanchez
CRD#: 2932548
11111 Katy Freeway, Suite 1013, Houston, TX 77079
93
Wealthminder
score

Roberto Sanchez (CRD# 2932548) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Houston, TX and has over 20 years of experience in the finance industry.

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