Trust Asset Management LLC
Legal Name: TRUST ASSET MANAGEMENT LLC
Full Contact Details
Trust Asset Management LLC
1900 ST JAMES PLACE, SUITE 300, HOUSTON, TX
832-308-2748
713-343-5443
Other Info
Trust Asset Management LLC is legally known as TRUST ASSET MANAGEMENT LLC. It is a DE Limited Liability Company. This firm has 9 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 2, 2008.
Trust Asset Management
Trust Asset Management About Us Our Mission and Our Pact Who We Serve Strategies Career Opportunities Contact About Us/ Our Mission and Our Pact/ Who We Serve/ Strategies/ Career Opportunities/ Contact/ Expertise. At Your Service. About Us/ Our Mission and Our Pact/ Who We Serve/ Strategies/ Career …
Direct Owners
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JOHN ANTHONY HALE
VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%
-
MARK SHINDER
PRESIDENT & CHIEF INVESTMENT OFFICER owns less than 5%
-
MICHAEL ZISLIS
MANAGING DIRECTOR & CHIEF OPERATING OFFICER owns less than 5%
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NORTHSTAR MEMORIAL GROUP LLC
MEMBER owns 75% or more
Indirect Owners
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EVERGREEN INVESTMENT ADVISORS
MEMBER AND ELECTED MANAGER
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EVERGREEN MEMORIAL LLC
MEMBER owns more than 25% but less than 50%
-
EVERGREEN REAL ESTATE PARTNERS LLC
MEMBER owns 75% or more
-
M3 CAPITAL PARTNERS LLC
OWNER owns 75% or more
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NORTHSTAR EVERGREEN LLC
MEMBER owns 75% or more
Prime Brokers
-
PERSHING LLC
United States
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Top Holdings
- ISHARES TR RUS MDCP VAL ETF $14,701k
- VANGUARD INDEX FDS SM CP VAL ETF $13,707k
- ISHARES TR CORE S&P MCP ETF $9,771k
- VANGUARD GROUP $9,728k
- ISHARES TR $9,560k
- VANGUARD INDEX FDS SML CP GRW ETF $9,292k
- ISHARES TR CORE S&P500 ETF $8,483k
- ISHARES TR S&P 500 VAL ETF $8,104k
- ISHARES $8,007k
- ISHARES $7,903k