Rl 360 Insurance Company Limited
$176M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$152M
$176M
2023
2025
Same-firm comparison: 2 firms that reported Rl 360 Insurance Company Limited 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 |
|---|---|---|---|---|
| Beacon Global Advisor Network, Llc | $97.4M | $745M | 13.1% | 03/31/2026 |
| Amerity Wealth Management, Llc | $78.6M | $339M | 23.2% | 03/25/2026 |
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.