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).

Current Firm Details
1900 St James Place, Suite 300, Houston, TX 77056
http://www.tam-llc.com
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, financial advisor Houston TX
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 10 years of experience in the finance industry.

2
Michael Zislis, financial advisor Houston TX
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 Salyer, financial advisor Houston TX
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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