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$169.7M Total AUM
$169.7M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2010
- Office Locations
- 1
Office Locations
9 Summer Street Suite 303 Franklin MA
About Titanium Advisors, LLC
Titanium Advisors, LLC is a Franklin-based RIA. The firm has been operating for 16 years. Managing $169.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
53 AVG AGE
$169.7M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
KEVIN LEE NULTON
Chief Compliance Officer, Managing Member, President, PRINCIPAL
- CRD
- #5374120
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,737,267 | $701,394 |
| Non-Discretionary | $0 | -- |
| Total | $169,737,267 | $701,394 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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