U.S. Bancorp Asset Management
$4.6B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$26.4M
$31.2M
2024
2025
Same-firm comparison: 1 firms that reported U.S. Bancorp Asset Management in both FY2024 and FY2025 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 |
|---|---|---|---|---|
| Marquette Associates, Inc. | $4.6B | $47.1B | 9.7% | 03/26/2026 |
| Peirce Park Group Inc. | $40.1M | $316M | 12.7% | 03/26/2026 |
| Generations Wealth, Llc | $31.2M | $308M | 10.1% | 03/30/2026 |
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.