Titan Value Equities Group LLC is a large advisory firm based in West Palm Beach. It manages $213.53 million of regulatory assets for 1,573 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of California, Colorado, Florida, and 6 other states.
Titan Value Equities Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Titan Value Equities Group LLC is $213.53 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Titan Value Equities Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Titan Value Equities Group LLC performs its advisory services is located at One Clearlake Centre, West Palm Beach, FL 33401, which is also the mailing address of the firm. An additional office of the firm is in Plymouth, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-749-8900 EXT 3220 or by fax 561-835-1920. The normal business hours are 9:00 a.m to 5:00 p.m. est on Monday - Friday. You can find more information about the New York firm at www.mutualservice.com.