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TRUST ASSET MANAGEMENT LLC
TRUST ASSET MANAGEMENT LLC
HOUSTON, Texas
·
3 registered advisors
·
CRD# 147379
SEC# 801-69363
0
832-308-2748
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at TRUST ASSET MANAGEMENT LLC
3 registered advisors
John Anthony Hale
HOUSTON, Texas
CRD# 5551796
Mark Shinder
HOUSTON, Texas
CRD# 5114724
Michael Zislis
HOUSTON, Texas
CRD# 4185215
05
Office Locations
HOUSTON, Texas
3 advisors
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Data sourced from SEC Form ADV filings. TRUST ASSET MANAGEMENT LLC (CRD# 147379) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.