AUMdb

Alps

$2.6M reported client assets across 1 advisory firms in FY2023 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Keystone Wealth Advisors, Incorporated $2.6M $157M 1.7% 07/06/2023

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.