Amalgamated Investment Management
$10.3M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$8.3M
$10.3M
2023
2025
Same-firm comparison: 1 firms that reported Amalgamated Investment Management 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 |
|---|---|---|---|---|
| Trustee Empowerment & Protection, Inc. | $10.3M | $10.3M | 100.0% | 03/22/2026 |
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.