Bank Of America Merrill Trust Services
$2.0B reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$809M
$2.0B
2017
2024
Same-firm comparison: 1 firms that reported Bank Of America Merrill Trust Services in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| N | $2.0B | $13.6B | 14.9% | 03/24/2025 |
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.