$120.4M Total AUM
$117.2M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
10 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2016
- Office Locations
- 2
Office Locations
-- Shepherd TX
-- Sugar Land TX
About Trinity Neches
Trinity-Neches Forest Landowner Association (TNFLA) is an award-winning Texas nonprofit serving forest landowners across Anderson, Cherokee, Freestone, Van Zandt, Henderson, Houston, and Leon counties. It supports sustainable privately held forestry through member education, grant and land-program resources, and twice-yearly (Fall/Spring) meetings—backed by an active membership of 100+ landowners.
Team overview
45 AVG AGE
$60.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MILTON DALE THIEL JR.
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4345473
- Ownership
- 50% but less than 75%
Available
Available
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J
JOHN ROBERT LOVETT JR
--
- CRD
- #2402319
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,235,218 | $677,660 |
| Non-Discretionary | $3,152,592 | $450,370 |
| Total | $120,387,810 | $668,821 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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