Great West Retirement Services
$90.0M reported client assets across 1 advisory firms in FY2019 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Preisz Associates, Inc. | $90.0M | $419M | 21.5% | 03/27/2020 |
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.