Ipx Trust
$72.3M reported client assets across 1 advisory firms in FY2023 annual amendments
Reported client assets over time
$53.3M
$72.3M
2022
2023
Same-firm comparison: 1 firms that reported Ipx Trust in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Asset Allocation Strategies, Llc | $72.3M | $627M | 11.5% | 03/07/2024 |
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.