AUMdb

Millennium Risk Manager

$3.8M reported client assets across 1 advisory firms in FY2017 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Rothschild Wealth Llc $3.8M $372M 1.0% 05/02/2018

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.