AUMdb

Comerica Trust Services

$5.9M reported client assets across 1 advisory firms in FY2022 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Canvas Wealth Advisors, Llc $5.9M $434M 1.4% 03/15/2023

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.