Transamerica Trust Company
$102M reported client assets across 3 advisory firms in FY2023 annual amendments
Reported client assets over time
$386K
$408K
2021
2023
Same-firm comparison: 1 firms that reported Transamerica Trust Company in both FY2022 and FY2023 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. No matched data for FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Retirement Plans, Inc. | $75.9M | $245M | 31.0% | 03/26/2024 |
| Navigate 401 K, Llc | $25.6M | $132M | 19.4% | 03/21/2024 |
| Cerda Munoz Advisors, Inc | $386K | $168M | 0.2% | 03/29/2024 |
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.