Titleist Asset Management Ltd. Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Titleist Asset Management Ltd.'s estimated annual revenue is currently $5.4M per year.(i)
  • Titleist Asset Management Ltd.'s estimated revenue per employee is $168,000

Employee Data

  • Titleist Asset Management Ltd. has 32 Employees.(i)
  • Titleist Asset Management Ltd. grew their employee count by 10% last year.

Titleist Asset Management Ltd.'s People

NameTitleEmail/Phone
1
Co-Chief Investment Officer / Portfolio ManagerReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
CHIEF COMPLIANCE OFFICERReveal Email/Phone
4
Director Financial PlanningReveal Email/Phone
5
Director New York marketReveal Email/Phone
6
DIRECTOR OF CORPORATE RETIREMENT PLANSReveal Email/Phone
7
Director Client ServicesReveal Email/Phone
8
Operations Manager / PartnerReveal Email/Phone
9
Managing PartnerReveal Email/Phone
10
PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M151-4%N/AN/A
#2
$86.6M33010%N/AN/A
#3
$4.1M28-22%N/AN/A
#4
$7.9M47-2%N/AN/A
#5
$7.1M422%N/AN/A
#6
$6.9M4111%N/AN/A
#7
$6.7M408%N/AN/A
#8
$0.1M5-84%N/AN/A
#9
$5.4M3210%N/AN/A
#10
$19.1M9115%N/AN/A
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What Is Titleist Asset Management Ltd.?

Titleist Asset Management was established in 2003 as a Registered Investment Advisor and Broker Dealer. Dual registration enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, industry leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management.  Our business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. Our clientele include institutions, retail, charities, trusts, foundations, partnerships and corporations. Titleist Asset Management is registered and licensed with the SEC, FINRA, MSRB, Texas Department of Insurance, and a member of SIPC. * Partnered with Charles Schwab, TD Ameritrade, Raymond James Financial, SEI Investments Company, and AXOS Clearing to provide custody of client assets with the top tier independent custodians in the world * Investment process combines macro, fundamental, quantitative and technical analysis to tactically construct a core portfolio of individual securities, ETFs and funds allowing clients to achieve superior risk adjusted market returns * Incorporates active, passive, and factor based strategies into portfolios * Over $700 million in Assets Under Management * Domestic locations in Austin, San Antonio, Houston, Dallas and New York * 28 registered professionals with diverse backgrounds in the financial services industry

keywords:N/A

N/A

Total Funding

32

Number of Employees

$5.4M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.1M3210%N/A
#2
$6.4M32-9%N/A
#3
$3.7M323%N/A
#4
$8.3M3210%N/A
#5
N/A3239%N/A