TNT Asset Management, LLC
Firm details
- Headquarters
- Round Rock, Texas
- CRD number
- 153309
- Registered since
- June 3, 2024
- Website
- www.tntfinancial.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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

Dah-chin Chi
OwnerCRD 4242451

Tarik Bakir
Owner / Financial AdvisorCRD 5011763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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