Reliz Ltd
$2.5M reported client assets across 1 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Alignment Financial Group, Llc | $2.5M | $15.0M | 16.5% | 03/06/2025 |
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.