Wiener Privatbank Se
$117M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$117M
$165M
2017
2019
Same-firm comparison: 2 firms that reported Wiener Privatbank Se in both FY2018 and FY2019 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 |
|---|---|---|---|---|
| Enr Asset Management, Incorporated | $110M | $202M | 54.4% | 03/11/2020 |
| Weber Hartmann Vrijhof & Partners Ltd. | $7.2M | $66.8M | 10.8% | 03/17/2020 |
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.