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TITAN RETIREMENT ADVISORS LLC
CRD 166359 · SEC 801-118730
5757 FLEWELLEN OAKS LN, STE 601, FULSHEAR, TX, 77441, United States
Phone
713-239-2866
Fax
713-583-9313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$531.0M
Discretionary AUM
$531.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $150.0M |
| High net worth individuals | 50 | $110.0M |
| Pension/profit sharing plans | 139 | $190.0M |
| Charitable organizations | 4 | $25.0M |
| State/municipal entities | 2 | $10.0M |
| Other investment advisers | 2 | $6.0M |
| Corporations/business entities | 28 | $40.0M |
States served
AZ, CA, IL, IN, NV, NC, TX
All web addresses on file
Official SEC filing: View on IAPD