Central Bank
$1.5B reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$1.4B
$1.7B
2017
2019
Same-firm comparison: 2 firms that reported Central Bank in both FY2018 and FY2019 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 |
|---|---|---|---|---|
| Detalus Advisors, Llc | $1.1B | $2.1B | 51.0% | 03/27/2020 |
| The Central Trust Bank | $366M | $532M | 68.9% | 03/15/2020 |
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.