Tiaa Trust, N.A.
$981M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$897M
$981M
2023
2025
Same-firm comparison: 1 firms that reported Tiaa Trust, N.A. 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 |
|---|---|---|---|---|
| Ironshore Financial, Llc | $981M | $1.4B | 68.2% | 03/04/2026 |
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.