Missionsquare Retirement
$1.1B reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$953M
$971M
2021
2022
Same-firm comparison: 1 firms that reported Missionsquare Retirement in both FY2021 and FY2022 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 |
|---|---|---|---|---|
| Shuster Advisory Group, Llc | $971M | $4.4B | 22.2% | 03/31/2023 |
| Morgan Stanley Institutional Investment Advisors Llc | $92.5M | $282M | 32.9% | 03/29/2023 |
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.