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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith glacier
- Established Date
- 11-01-2020
- Office Locations
- 3
Office Locations
About Mint Asset Management LLC
Mint Asset Management, LLC manages portfolios for Bryan Perry’s Private Clients, offering personalized investment planning and discretionary money management tailored to client goals and risk tolerance. The team emphasizes adaptable, experience-driven allocation across conservative, income, growth & income, and tactical growth approaches, with a stated focus on growth and dividend-paying investments. Portfolios are often implemented using ETFs and public funds (Schwab custodied).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN FISHMAN
Chief Compliance Officer, Managing Member
- CRD
- #2428781
- Ownership
- 25% but less than 50%
JEFFREY GREG GREENBERG
CHIEF MARKETING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRYAN ALEXANDER PERRY
Portfolio Manager
- CRD
- #1232078
MICHAEL JAMES REILLY
Financial Advisor
- CRD
- #2006998
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,543,171 | $1,112,813 |
| Non-Discretionary | $0 | -- |
| Total | $64,543,171 | $1,112,813 |
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Separately Managed Accounts
Total SMA Asset: $64,543,171
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $734,878,647 | 34.8% |
| Equity - Exchange | $652,521,557 | 30.9% |
| Cash | $724,320,046 | 34.3% |
| Total | $2,111,720,250 | 100.0% |