$174.9M Total AUM
$150.8M Disc. AUM
-- 3Y CAGR
6 Employees
203 ADV. Clients
15 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2010
- Office Locations
- 1
Office Locations
105 E. Main Street Round Rock TX
About TNT Asset Management, LLC
TNT Asset Management, LLC is a Round Rock-based RIA. The firm has been operating for 15 years. Managing $174.9M in total assets under management, with 4 advisory representatives. They custody assets with SEI.
Team overview
38 AVG AGE
$43.7M AVG AUM / ADVISOR
$861.5K AVG AUM / CLIENT
10.3 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
I
ISSAM MAHMOUD BAKIR
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1792922
- Ownership
- 75% or more
Available
Available
Available
TARIK RANDALL BAKIR
Certified Financial Planner, Managing Member
- CRD
- #5011763
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
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D
DAH-CHIN CHI
Analyst
- CRD
- #4242451
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,840,576 | $322,999 |
| Non-Discretionary | $24,051,879 | $616,715 |
| Total | $174,892,455 | $345,637 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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