Katarina Gabriella Partalas

Titleist Asset Management, LLC

2 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Titleist Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

1,875 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Titleist Asset Management, LLC

September 2024 - Present · 1 yr 5 mos

Titleist Capital, LLCBroker

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Morgan Stanley

October 2023 - October 2024 · 1 yr

Morgan StanleyBroker

June 2023 - October 2024 · 1 yr 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.