AUMdb

The Inland Real Estate Group Of Companies, Inc.

$7.8M reported client assets across 1 advisory firms in FY2019 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Safe Harbor Asset Management, Inc. $7.8M $49.7M 15.8% 02/26/2020

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.