Tradier Brokerage, Inc.
$6.6M reported client assets across 2 advisory firms in FY2021 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Global Autotrading Inc. | $6.5M | $12.1M | 53.2% | 01/12/2022 |
| Legacy Cornerstone Wealth Llc | $154K | $199M | 0.1% | 03/23/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.