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Titan Value Equities Group LLC (West Palm Beach)


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.

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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.

Titan Value Equities Group: assets under management

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.


Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Pacific Life Insurance Company 100% owner of pmdi 1 Jan 1971 75% - 100% 95-1079000
Inc Pacific Mutual Distributors 100% owner of msc 1 Oct 1987 Other 95-2594489
Inc Pacific Select Distributors 100% owner of msc 1 Oct 1987 Other 95-2594489
Pacific Life Company/Pacific Mutual Holding Co. 100% owner of plic 1 Sep 1997 75% - 100% 33-0769202

Based in West Palm Beach

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.


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