Securian Financial Services, Inc.
$118M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$51.7M
$123M
2018
2022
Same-firm comparison: 2 firms that reported Securian Financial Services, Inc. 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. 2018, 2019 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Purus Wealth Management, Llc | $104M | $383M | 27.1% | 02/21/2023 |
| Phd Consulting Llc | $14.2M | $136M | 10.4% | 03/31/2023 |
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.