Velox Clearing Llc
$2.7M reported client assets across 2 advisory firms in FY2020 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Beanstox Inc. | $2.6M | $2.6M | 100.0% | 03/30/2021 |
| Access Softek Advisory Services, Llc | $112K | $112K | 100.0% | 03/10/2021 |
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.