Brd Groupe Societe Generale S.A.
$2.5B reported client assets across 1 advisory firms in FY2020 annual amendments
Reported client assets over time
$2.5B
$2.5B
2018
2020
Same-firm comparison: 1 firms that reported Brd Groupe Societe Generale S.A. in both FY2019 and FY2020 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 |
|---|---|---|---|---|
| Franklin Templeton Investment Management Limited | $2.5B | $22.4B | 11.1% | 12/23/2020 |
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.