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, 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
FINTRXOverview
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
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 4TREVOR BAKIR
Owner / Financial AdvisorCRD 5683075
ISSAM BAKIR
Investment AdvisorCRD 1792922
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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