TNT Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,417,850
Clients
188
Advisors
4
of 6 employees
About
TNT Asset Management provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm commonly implements client strategies through SEI’s Managed Accounts Program and may also manage sub‑accounts within variable annuity products.
TNT’s process centers on aligning clients with SEI model portfolios and monitoring performance, employing a mix of fundamental, technical, and charting analyses and occasional short‑term trading when deemed suitable. The firm may exercise discretionary authority to reallocate assets among SEI strategies, conducts periodic client reviews, and generally does not emphasize tax‑efficiency unless specifically agreed with a client.
Distinctive operational features disclosed in the brochure include a routine requirement that clients direct brokerage to SEI and the receipt of software and support from SEI, arrangements the firm identifies as a potential conflict of interest. TNT also provides ERISA‑oriented, non‑discretionary pension consulting and participant education and has affiliated personnel licensed to sell commissionable insurance products, which the firm discloses as a separate potential conflict.
Client services
Occupation focus
Fee options
Financial planning fixed fees range from $500 to $10,000 or more depending on complexity
Up to 1% annually (negotiable)
Commission-based compensation for insurance products sold by licensed persons associated with the firm, separate from advisory fees.
$250 per hour for specific consulting related services
Main office
105 E. Main Street
Round Rock TX 78664
Advisors at this office
4
Most active in
Texas
Also doing business as
Tnt Asset Management, LLC · Tnt Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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