$84.2M Total AUM
$84.2M Disc. AUM
-7.5% 3Y CAGR
3 Employees
129 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2021
- Office Locations
- 2
Office Locations
20715 N Pima Road, Suite 108 Scottsdale AZ
-- Turlock CA
About Titan Capital Management
Titan Capital Management is a Scottsdale, AZ-based wealth management firm serving retail clients with financial planning, tax planning, insurance, and business-succession guidance. Portfolios emphasize asset allocation and risk management using mutual funds, ETFs, fixed income, commodities, and annuity solutions. The practice primarily custodies with Charles Schwab (and TD Ameritrade).
Team overview
55 AVG AGE
$42.1M AVG AUM / ADVISOR
$652.5K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ABE NMN ASKIL JR.
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #2244499
- Ownership
- 75% or more
Available
Available
Available
S
SHERLI BABAKHANI
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
A
ARTHUR ASKIL
--
- CRD
- #4173032
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,171,271 | $454,980 |
| Non-Discretionary | $0 | -- |
| Total | $84,171,271 | $454,980 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing