Wf Bank, N.A., Conducting Business As Principal Trust Co.
$159M reported client assets across 1 advisory firms in FY2021 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| R.V. Kuhns & Associates, Inc. | $159M | $1.3B | 12.1% | 03/30/2022 |
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.