Tiaa Cref Trust Company, Fsb
$4.0B reported client assets across 3 advisory firms in FY2018 annual amendments
Reported client assets over time
$1.3B
$4.0B
2017
2018
Same-firm comparison: 3 firms that reported Tiaa Cref Trust Company, Fsb in both FY2017 and FY2018 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 |
|---|---|---|---|---|
| Onedigital Investment Advisors Llc | $3.8B | $24.8B | 15.4% | 03/29/2019 |
| Planpilot, Llc | $117M | $135M | 86.6% | 02/05/2019 |
| Boulder Wealth Management, Llc | $49.0M | $171M | 28.6% | 03/27/2019 |
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.