AUMdb

Alpha Quant

$403K reported client assets across 1 advisory firms in FY2018 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Centric Wealth Management, Llc $403K $695M 0.1% 03/14/2019

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.