Comerica Securities,Inc.
$1.5B reported client assets across 10 advisory firms in FY2020 annual amendments
Reported client assets over time
$733M
$1.5B
2017
2020
Same-firm comparison: 9 firms that reported Comerica Securities,Inc. in both FY2019 and FY2020 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. 2017, 2018 are shown but partial — only FY2017: 4 cohort firms, FY2018: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Reinhart Partners, Llc | $693M | $6.2B | 11.2% | 03/16/2021 |
| Atalanta Sosnoff Capital, Llc | $454M | $4.3B | 10.5% | 03/23/2021 |
| Spyglass Capital Management, Llc | $90.1M | $3.3B | 2.7% | 03/27/2021 |
| Towle & Co | $85.9M | $783M | 11.0% | 03/31/2021 |
| Bermuda Investment Advisory Services Limited | $62.0M | $225M | 27.5% | 09/29/2020 |
| Ss&H Financial Advisors, Inc. | $48.0M | $298M | 16.1% | 03/11/2021 |
| Novapoint Capital Llc | $19.2M | $263M | 7.3% | 03/15/2021 |
| Seacrest Investment Management, Llc | $16.8M | $122M | 13.8% | 03/22/2021 |
| Bh Asset Management, Llc | $12.3M | $88.7M | 13.8% | 07/09/2021 |
| Pointe Capital Management Llc | $4.5M | $284M | 1.6% | 03/31/2021 |
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.