Inspira Financial (F/K/A Millenium Trust)
$90.3M reported client assets across 2 advisory firms in FY2023 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Avidian Wealth Enterprises, Llc | $74.0M | $3.1B | 2.4% | 03/26/2024 |
| Pinnacle Wealth Advisors, Llc | $16.3M | $202M | 8.1% | 03/08/2024 |
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.