My529 (Utah Educational Savings Plan)
$127K reported client assets across 1 advisory firms in FY2022 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Excel Financial, Llc | $127K | $240M | 0.1% | 03/17/2023 |
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.