Itau International Securities Inc.
$13.3M reported client assets across 1 advisory firms in FY2026 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Precise Investment Management, Inc. | $13.3M | $349M | 3.8% | 09/29/2026 |
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.