Bank Leumi
$56.1M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$50.9M
$57.2M
2017
2019
Same-firm comparison: 1 firms that reported Bank Leumi 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 |
|---|---|---|---|---|
| Futura Asset Advisors Llc | $50.9M | $185M | 27.6% | 03/12/2020 |
| New Legacy Group, Llc | $5.1M | $215M | 2.4% | 03/30/2020 |
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.