TNT Asset Management, LLC logo

TNT Asset Management, LLC

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Client assets under management

$152,417,850

Clients

188

35% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

47

Typical

Average account size

$810,733

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees range from $500 to $10,000 or more depending on complexity

Percentage

Up to 1% annually (negotiable)

Commissions

Commission-based compensation for insurance products sold by licensed persons associated with the firm, separate from advisory fees.

Project-based

$250 per hour for specific consulting related services

Main office location

TNT Asset Management, LLC

105 E. Main Street

Round Rock TX 78664, United States

Number of offices

2

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dah Chin C

Series 63, Series 65

Round Rock, TX

TNT Asset Management, LLC

Dah Chin Chi is a financial advisor with TNT Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Celerity Advisors, LLC and VOYA Financial Advisors, and has been with TNT Asset Management since 2017. He is also an independent insurance agent involved in the sale of fixed insurance products. TNT Asset Management provides investment advice and planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and trading strategies to manage portfolios and offers services including portfolio management, financial planning, and pension consulting.

Founder/Business Owner Executive
user avatar

Trevor B

CFP®, Series 65

Round Rock, TX

TNT Asset Management, LLC

Trevor Bakir is a CFP® with eight years of industry experience, currently serving as a financial advisor at TNT Asset Management, LLC since 2017. Prior to joining TNT, he worked at Goodwill Industries Central Texas from 2015 to 2017. He is also the Treasurer and Investment Supervisor for the United Nations Association - Austin Chapter. TNT Asset Management provides investment advice and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical approaches and trading strategies, offering portfolio management and pension consulting services.

Founder/Business Owner Executive
user avatar

Issam B

CFP®, Series 63

Round Rock, TX

TNT Asset Management, LLC

Issam Bakir is a CFP® with 37 years of experience in the financial services industry. He is currently with TNT Asset Management, LLC, where he has worked since 2010, and previously worked at Next Financial Group Inc. Bakir is also president of TNT Financial Services Inc. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Global Austin, Goodwill Industries, and the Round Rock Community Foundation. TNT Asset Management provides investment advice and planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers portfolio management, financial planning, and pension consulting services, utilizing a mix of analytical approaches and managing client portfolios primarily through SEI’s Managed Accounts Program.

Founder/Business Owner Executive
user avatar

Tarik B

CFP®, Series 63, Series 66

Round Rock, TX

TNT Asset Management, LLC

Tarik Bakir is a CFP® professional with eight years of industry experience, currently serving as an advisor at TNT Asset Management, LLC since 2018. Prior to joining TNT, he served in the US Army from 2012 to 2018. He is also a licensed life and health insurance agent. TNT Asset Management provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and charting analysis and manages client portfolios through SEI’s Managed Accounts Program, offering both long- and short-term trading strategies alongside ongoing account reviews and planning consultations.

Founder/Business Owner Executive
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