Associated Bank
$35.0M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$15.1M
$35.0M
2019
2024
Same-firm comparison: 1 firms that reported Associated Bank in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| North Shore Private Asset Management, Llc | $35.0M | $475M | 7.4% | 03/29/2025 |
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.