Valores Mexicanos Casa De Bolsa S.A. De C.V.
$422M reported client assets across 1 advisory firms in FY2023 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stelac Advisory Services Llc | $422M | $3.9B | 10.7% | 03/28/2024 |
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.