Zions Bancorporation, N.A.
$20.6B reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$863M
$866M
2018
2022
Same-firm comparison: 1 firms that reported Zions Bancorporation, N.A. in both FY2021 and FY2022 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 |
|---|---|---|---|---|
| Allspring Global Investments, Llc | $19.7B | $367B | 5.4% | 03/24/2023 |
| Zions Capital Advisors, Inc. | $863M | $2.0B | 44.0% | 02/15/2023 |
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.