Bank Of America Private Wealth Management
$354M reported client assets across 2 advisory firms in FY2018 annual amendments
Reported client assets over time
$354M
$453M
2017
2018
Same-firm comparison: 2 firms that reported Bank Of America Private Wealth Management in both FY2017 and FY2018 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 |
|---|---|---|---|---|
| Miller Investment Management, Lp | $354M | $2.4B | 14.5% | 03/29/2019 |
| Granger Management Llc | $72.4K | $698M | 0.0% | 03/28/2019 |
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.