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John Anthony Hale

TRUST ASSET MANAGEMENT LLC·HOUSTON, Texas
Clean recordTRUST ASSET MANAGEMENT LLC
1900 ST JAMES PLACE, HOUSTON, TX 77056CRD# 5551796Firm CRD# 147379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Anthony Hale · HOUSTON, TX
Registration
CRD #5551796 · TRUST ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Anthony Hale is a registered financial advisor based in HOUSTON, Texas, affiliated with TRUST ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRUST ASSET MANAGEMENT LLC
TRUST ASSET MANAGEMENT LLC
AUM
$2.4B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at TRUST ASSET MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5551796
Firm CRD# 147379
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Anthony Hale offer?
John Anthony Hale specializes in Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are John Anthony Hale's credentials?
John Anthony Hale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Anthony Hale located?
John Anthony Hale is based in HOUSTON, Texas, working with TRUST ASSET MANAGEMENT LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does John Anthony Hale charge for services?
John Anthony Hale's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUST ASSET MANAGEMENT LLC?
TRUST ASSET MANAGEMENT LLC has approximately 10 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUST ASSET MANAGEMENT LLC

Mark Shinder
HOUSTON, TX
Michael Zislis
HOUSTON, TX

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Research
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