Liberty Trust Company, Ltd.
$4.1M reported client assets across 1 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Kuhn Capital Partners, Llc | $4.1M | $26.0M | 15.8% | 03/30/2019 |
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.