Td Trust Company
$93.3M reported client assets across 1 advisory firms in FY2019 annual amendments
Reported client assets over time
$87.4M
$105M
2017
2019
Same-firm comparison: 1 firms that reported Td Trust Company 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 |
|---|---|---|---|---|
| Axia Advisory, Llc | $93.3M | $1.3B | 7.0% | 03/25/2020 |
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.