Canaccord Genuity Wealth Management (Usa) Inc.
$5.5M reported client assets across 1 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Kdt Advisors, Llc | $5.5M | $30.1M | 18.3% | 01/09/2019 |
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.