Mark
Shinder

Trust Asset Management LLC

CRD#5114724
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Shinder is a financial advisor based in Houston, Texas, working with Trust Asset Management LLC. Mark has previously held a position at Northstar Memorial Group LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Illinois, and Texas. Currently, Mark is part of Trust Asset Management LLC, which operates out of Houston, Texas. The firm has 10 employees and manages assets totaling $2.4 billion. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Trust Asset Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1900 St. James Place Suite 200
Houston, TX 77056

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Trust Asset Management LLC Brokerage Details

Total Assets Under Management

$2,413,220,842

TX Average: $3,042,739,679
Total Number of Employees

10

TX Average: 49
Total Number of Accounts

152

TX Average: 2,315
Average Account Size

$15,876,453

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Mark Shinder Work History

2006 - Present (19 years)

Northstar Memorial Group LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Shinder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trust Asset Management LLC

Riley Salyer
Houston, TX
Michael Zislis
Houston, TX
Mark Shinder
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started