Mg Trust Company
$186M reported client assets across 5 advisory firms in FY2020 annual amendments
Reported client assets over time
$30.7M
$74.5M
2017
2020
Same-firm comparison: 4 firms that reported Mg Trust Company in both FY2019 and FY2020 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. 2017, 2018 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Wealthharbor Capital Group, Llc | $111M | $254M | 43.8% | 03/18/2021 |
| Asset Allocation Strategies, Llc | $24.5M | $173M | 14.2% | 03/30/2021 |
| Summit Group Retirement Planners, Inc. | $21.6M | $193M | 11.2% | 03/30/2021 |
| Johnson Wealth Management, Llc | $21.2M | $166M | 12.8% | 02/19/2021 |
| Sensus Investment Management Group Llc | $7.2M | $48.2M | 14.9% | 03/31/2021 |
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.