Flagstar Bank, N.A.
$1.4B reported client assets across 2 advisory firms in FY2023 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Jv Management Llc | $1.4B | $2.8B | 50.2% | 03/28/2024 |
| Proxy Wealth Advisors Llc | $25.0M | $133M | 18.8% | 03/19/2024 |
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.