Us Trust/Bank Of America
$411M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$227M
$411M
2017
2024
Same-firm comparison: 2 firms that reported Us Trust/Bank Of America in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| N | $235M | $362M | 64.8% | 03/14/2025 |
| Violich Capital Management | $176M | $912M | 19.3% | 03/11/2025 |
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.