Aviso Wealth Inc.
$101M reported client assets across 2 advisory firms in FY2019 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| One Capital Management, Llc | $91.6M | $1.6B | 5.6% | 01/17/2020 |
| Cidel Asset Management Inc | $9.6M | $4.2B | 0.2% | 04/01/2020 |
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.