Icma Rc Services, Llc
$122M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$90.8M
$122M
2018
2024
Same-firm comparison: 1 firms that reported Icma Rc Services, Llc in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| Fiduciary Experts Llc | $122M | $891M | 13.7% | 02/04/2025 |
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.