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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-1998
- Office Locations
- 1
Office Locations
About Titan Financial Services, LLC
Titan Financial Services, LLC is a New Jersey-based registered investment adviser providing holistic financial planning alongside portfolio construction, insurance and life insurance guidance, and estate and tax planning support. The firm emphasizes risk management and wealth preservation, with client portfolios largely implemented using ETFs complemented by cash and high-quality fixed income. Boutique, owner-led practice.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK ANDREW SANTANGELO
Investment Advisor, Managing Member
- CRD
- #2299610
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $72,151,168 | -- |
| Total | $72,151,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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