AUMdb

Abgrm

$573K reported client assets across 1 advisory firms in FY2018 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
The Professional Financial Company Llc $573K $118M 0.5% 03/12/2019

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.