Massachusetts Mutual Life Insurance Company
$1.6B reported client assets across 4 advisory firms in FY2020 annual amendments
Reported client assets over time
$122M
$222M
2017
2020
Same-firm comparison: 2 firms that reported Massachusetts Mutual Life Insurance Company 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: 1 cohort firms, FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Shuster Advisory Group, Llc | $1.4B | $3.6B | 38.4% | 03/30/2021 |
| Marietta Wealth Management, Llc | $122M | $795M | 15.3% | 03/30/2021 |
| Aprio Wealth Management, Llc | $100M | $913M | 11.0% | 03/31/2021 |
| Fcg Investment Company | $7.0M | $353M | 2.0% | 01/28/2021 |
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.