AUMdb

M. S. Howells & Co.

$6.4M reported client assets across 1 advisory firms in FY2021 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Silvia Mccoll Wealth Management, Llc $6.4M $240M 2.7% 03/10/2022

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.