Compass Bank
$40.9M reported client assets across 2 advisory firms in FY2017 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| St. Johns Investment Management Company, Llc | $26.0M | $221M | 11.8% | 03/05/2018 |
| Trust Advisors, Inc. | $14.9M | $4.1B | 0.4% | 03/29/2018 |
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.