Trust Asset Management LLC

Trust Asset Management LLC (CRD# 147379) is a financial advisory firm headquartered in Houston, TX. They manage $838,965,537 in 144 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    839
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $5,826,150
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, IL, NJ, OH, OK, OR, TN, TX, WA

Financial Advisors at Trust Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Shinder
CRD#: 5114724
1900 St. James Place, Suite 200, Houston, TX 77056
93
Wealthminder
score

Mark Shinder (CRD# 5114724) is an Investment Advisor Representative working at Trust Asset Management LLC in Houston, TX and has over 11 years of experience in the finance industry.

2
Michael Zislis
CRD#: 4185215
1900 St James Place, Suite 300, Houston, TX 77056
93
Wealthminder
score

Michael Zislis (CRD# 4185215) is an Investment Advisor Representative working at Trust Asset Management LLC in Houston, TX and has over 11 years of experience in the finance industry.

3
Riley E. Salyer
CRD#: 2570505
1900 St James Place, Suite 300, Houston, TX 77056
90
Wealthminder
score

Riley Salyer (CRD# 2570505) is an Investment Advisor Representative working at Trust Asset Management LLC in Houston, TX and has over 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.