Security Distributors, Llc
$27.9M reported client assets across 3 advisory firms in FY2019 annual amendments
Reported client assets over time
$10.6M
$12.3M
2017
2019
Same-firm comparison: 1 firms that reported Security Distributors, Llc 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 |
|---|---|---|---|---|
| Sfga Llc | $15.5M | $117M | 13.2% | 01/24/2020 |
| Queen City Capital Management, Llc | $11.4M | $107M | 10.6% | 03/25/2020 |
| Pacific Capital Associates, Inc. | $1.0M | $169M | 0.6% | 01/29/2020 |
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.