National Exchange Bank & Trust
$292M reported client assets across 1 advisory firms in FY2018 annual amendments
Reported client assets over time
$284M
$292M
2017
2018
Same-firm comparison: 1 firms that reported National Exchange Bank & Trust 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 |
|---|---|---|---|---|
| N | $292M | $392M | 74.5% | 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.