Us Trust, Bank Of America Private Wealth Management
$280M reported client assets across 1 advisory firms in FY2020 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Horizon Kinetics Asset Management Llc | $280M | $4.9B | 5.7% | 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.