Overview
Assets Under Management: $2.4 billion
Headquarters: HOUSTON, TX
Frequently Asked Questions
TRUST ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147379), TRUST ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
TRUST ASSET MANAGEMENT LLC is headquartered in HOUSTON, TX.
According to their SEC Form ADV, TRUST ASSET MANAGEMENT LLC offers portfolio management for pooled investment vehicles and portfolio management for institutional clients. View all service details ↓
TRUST ASSET MANAGEMENT LLC manages $2.4 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, TRUST ASSET MANAGEMENT LLC serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 152
Discretionary Accounts: 152
Regulatory Filings
CRD Number: 147379
Filing ID: 1843228
Last Filing Date: 2024-03-29 12:16:00