Credential Financial Inc.
$332M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$195M
$372M
2017
2022
Same-firm comparison: 2 firms that reported Credential Financial Inc. in both FY2021 and FY2022 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. 2019 is shown but partial — only FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Gold Investment Management Ltd. | $321M | $410M | 78.3% | 03/23/2023 |
| Cidel Asset Management Inc | $10.5M | $4.4B | 0.2% | 03/30/2023 |
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.