AUMdb

Robert W. Baird

$1.3B reported client assets across 1 advisory firms in FY2019 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Invesco Managed Accounts, Llc $1.3B $5.1B 24.6% 03/09/2020

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.