TNT ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
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, Hourly Charges, Fixed Fees
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 registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered as of 2024 and lists core advisory activities that include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting work, and the selection of other advisers. TNT uses a fee mix that includes a percentage-of-AUM model alongside hourly and fixed-fee engagements, allowing flexibility across planning and consulting assignments. From a portfolio construction standpoint the firm shows a clear tilt toward pooled public vehicles: mutual funds and similar public funds make up the bulk of client assets. TNT conducts most work on a discretionary basis, indicating the firm typically takes active portfolio management responsibility for clients rather than serving solely in an advisory or model provider role. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. TNT markets to both individual and institutional clients and describes itself as an allocator—this implies they blend direct portfolio management with manager selection and, when appropriate, the use of third-party advisers to fill gaps in capability or asset class exposure.

Assets & Accounts

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

    Owner / Financial AdvisorCRD 5683075

  • ISSAM BAKIR

    Investment AdvisorCRD 1792922

  • 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