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Richard Michael Judd

Titleist Asset Management, LLC

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About Richard Michael Judd

Richard Judd is a financial advisor with Titleist Asset Management, LLC. Richard is registered with the state of Texas and holds the Series 7 and Series 66 licenses. Richard has been in the financial services industry since 1999 and has experience with financial planning, wealth management, and portfolio management for individuals and businesses. He also has experience with pension consulting and selection of other advisors. Richard has been a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) since 2000. Richard is a pilot and spends a significant amount of time flying passengers.

Firm Information

Richard Judd 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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Richard Judd’s Registration & Firm History

TX

04/17/2023 - Present

Titleist Asset Management, LLC (AUSTIN TX)

TX

03/31/2000 - 09/02/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

08/27/1999 - 04/28/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Michael Judd.
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