Generali Worldwide Insurance Company Limited
$29.4M reported client assets across 1 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Wealthunite Advisors, Llc | $29.4M | $32.7M | 89.9% | 04/03/2019 |
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.