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Neil Howard Kalb

Titleist Asset Management, LLC

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About Neil Howard Kalb

Neil Kalb is a financial advisor registered with the state of Texas. Neil has been in the financial industry for over 25 years. Neil works with high-net-worth individuals and businesses. Neil is a registered representative of Titleist Capital, LLC and an investment advisor representative with Titleist Asset Management, LLC.

Firm Information

Neil Kalb is currently registered with Titleist Asset Management, LLC. Titleist Asset Management, LLC is an investment advisor registered with the SEC and located in San Antonio, TX. They manage over $1.97 billion in assets and specialize in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have a strong focus on high-net-worth individuals and corporations, serving a total of 1592 clients.
Titleist Asset Management, LLC

777 E. SONTERRA BLVD., SUITE 330

SAN ANTONIO, TX 78258

$1.98B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Neil Kalb’s Registration & Firm History

TX

04/17/2023 - Present

Titleist Asset Management, LLC (SAN ANTONIO TX)

TX

07/03/2007 - 05/02/2011

SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

TX

04/21/2005 - 03/06/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NY

09/28/2000 - 04/07/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

05/02/1997 - 09/14/2000

AMERICA FIRST ASSOCIATES CORP. (STEWART MANOR NY)

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Licenses & Designations

IA

Issued 12/12/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Neil Howard Kalb.
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