TNT Asset Management, LLC

RIASEC Registered
Total AUM
$175M
Discretionary
$151M
86% of AUM
Avg account
$346K
Accounts
506
Employees
6
Advisory reps
4

Firm details

Headquarters
Round Rock, Texas
CRD number
153309
Registered since
June 3, 2024
Custodians
SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • HNWI62.25%
  • Individuals24.9%
  • Pension & Profit Sharing Plans12.85%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TNT Asset Management, LLC is an independent, owner-operated registered investment adviser that began its SEC registration in 2024. The firm acts as a capital allocator for both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its primary advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not an active ESG investor and is not presented as a multi-state adviser in the available filing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 17%, Cash & Cash Equivalents 5%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents5%
  • State & Local Bonds2%
  • US Government Bonds1%

Contacts

3 of 4
  • Trevor Bakir

    Trevor Bakir

    Owner / Financial AdvisorCRD 5683075

  • Dah-chin Chi

    Dah-chin Chi

    OwnerCRD 4242451

  • Tarik Bakir

    Tarik Bakir

    Owner / Financial AdvisorCRD 5011763

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Round Rock, TX

Williamson

Location

Round Rock, TX

Headquartered in Round Rock, TX, in the South of the United States.

Region
South
County
Williamson
Address
105 E Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth