AUMdb

Santander Private Banking International

$42.9M reported client assets across 2 advisory firms in FY2021 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Greenwood Family Advisors Llc $27.9M $257M 10.8% 02/07/2022
Fep Wealth, Llc $15.0M $157M 9.5% 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.