Muriel Siebert & Co., Inc.
$24.2M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$11.1M
$24.2M
2020
2021
Same-firm comparison: 1 firms that reported Muriel Siebert & Co., Inc. in both FY2020 and FY2021 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 |
|---|---|---|---|---|
| Defelice Capital Management Llc | $24.2M | $52.8M | 45.7% | 03/30/2022 |
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.