Td
$1.2B reported client assets across 1 advisory firms in FY2019 annual amendments
Reported client assets over time
$1.0B
$1.2B
2017
2019
Same-firm comparison: 1 firms that reported Td in both FY2018 and FY2019 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 |
|---|---|---|---|---|
| Beutel, Goodman & Company Ltd. | $1.2B | $32.3B | 3.6% | 03/26/2020 |
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.