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Building 2TITAN CAPITAL MANAGEMENT, LLC

Map pinLAGUNA NIGUEL, CA
Phone(209) 529-3089
NotebookSEC #801-110575
Total AUM
$131.8M
Employees
3
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 ALTA HILLS WAY
LAGUNA NIGUEL
CA 92677
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
(209) 529-3089
Other Offices
1

ReceiptFinancials

Total AUM
$131.8M
Accounts
553
Discretionary
$131.8M
Accounts
553
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$39.4M
HNW Individual Clients
32
AUM
$52.1M
Investment Advisor Clients
8
AUM
$40.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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