Prudential Bank & Trust, Fsb
$1.2B reported client assets across 2 advisory firms in FY2018 annual amendments
Reported client assets over time
$1.2B
$1.2B
2017
2018
Same-firm comparison: 2 firms that reported Prudential Bank & Trust, Fsb in both FY2017 and FY2018 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Horizon Investments Llc | $1.2B | $3.7B | 31.3% | 03/15/2019 |
| Primetrust Advisors Llc | $57.8M | $278M | 20.8% | 03/10/2019 |
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.