Clearpoint Federal Bank & Trust
$68.9M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$68.9M
$75.1M
2021
2022
Same-firm comparison: 2 firms that reported Clearpoint Federal Bank & Trust 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Gables Capital Management Inc | $36.9M | $304M | 12.2% | 03/28/2023 |
| Trust Advisors, Inc. | $32.0M | $4.8B | 0.7% | 03/28/2023 |
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.