Trust Asset Management LLC

Trust Asset Management LLC, a Delaware Limited Liability Company, boasts a team of 9 professionals, with five specifically hired for their advisory expertise. While the number of clients the firm serves is undisclosed, Trust Asset Management LLC has been approved as a registered SEC entity since July 2, 2008.

• 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%

• NORTHSTAR MEMORIAL GROUP LLC

  MEMBER owns 75% or more

• EVERGREEN INVESTMENT ADVISORS

  MEMBER AND ELECTED MANAGER

• 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

• NORTHSTAR EVERGREEN LLC

  MEMBER owns 75% or more

• PERSHING LLC
  United States

• The Mitchell Group Inc
• DEVON INVESTMENT ADVISORY
• Willis Johnson & Associates Inc
• STA Wealth Management LLC
• Sustainable Woodlands Partners LLC
• Doliver Capital Advisors LP
• Threadgill Financial LLC
• HMS Adviser LP
• Haddington Ventures LLC
• Quinbrook Infrastructure Partners LLC

• Shifting Fortunes: A Comparative Analysis of Asset Management Group, Inc's Q3 2022 vs Q4 2022 13F 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