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Trenton Leffingwell

Titleist Asset Management, LLC

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About Trenton Leffingwell

Trenton Leffingwell is a registered representative and investment advisor representative. Trenton has been in the industry since February 2022 and is currently affiliated with Titleist Asset Management, LLC. Trenton is registered in Texas, with a Series 66, Series 7TO, and SIE licenses. Prior to joining Titleist Asset Management, LLC, Trenton was affiliated with CETERA ADVISOR NETWORKS LLC and SECURIAN FINANCIAL SERVICES, INC. Trenton specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Trenton Leffingwell 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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Trenton Leffingwell’s Registration & Firm History

TX

05/23/2024 - Present

Titleist Asset Management, LLC (San Antonio TX)

TX

08/10/2023 - 06/05/2024

CETERA ADVISOR NETWORKS LLC (San Antonio TX)

TX

02/22/2022 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (San Antonio TX)

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Licenses & Designations

BOTH

Issued 03/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trenton Leffingwell.
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