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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2013
- Office Locations
- 1
Office Locations
About Titan Retirement Advisors LLC
Invest Titan (Titan Retirement Advisors) is a Texas-based wealth management and financial planning firm serving individuals, advisors, and corporate retirement plans, including 401(k) solutions. The team pairs ongoing planning with investment management and broad investment choice, with portfolios spanning ETFs, public funds, and fixed income. Custody includes Charles Schwab. Established in 2001; named a Financial Times Top Advisor for six consecutive years.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JOSHUA JOHN COUGHRAN
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #3241232
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,000,000 | $1,249,412 |
| Non-Discretionary | $0 | -- |
| Total | $531,000,000 | $1,249,412 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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