Unclaimed Profile

Mark Shinder

TRUST ASSET MANAGEMENT LLC·HOUSTON, Texas

Clean recordTRUST ASSET MANAGEMENT LLC

1900 ST JAMES PLACE, HOUSTON, TX 77056CRD# 5114724Firm CRD# 147379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Shinder · HOUSTON, TX

Registration

CRD #5114724 · TRUST ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Shinder 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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TRUST ASSET MANAGEMENT LLC

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUST ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5114724

Firm CRD# 147379

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Shinder offer?

Mark Shinder specializes in Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Mark Shinder's credentials?

Mark Shinder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Shinder located?

Mark Shinder 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 Mark Shinder charge for services?

Mark Shinder'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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