Envestnet Enterprise
$90.0M reported client assets across 1 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Smedley Financial Services Inc | $90.0M | $315M | 28.6% | 08/31/2018 |
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.