Ira Services Trust Company
$24.1M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$24.1M
$31.7M
2018
2019
Same-firm comparison: 2 firms that reported Ira Services Trust Company 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 |
|---|---|---|---|---|
| Indie Asset Partners, Llc | $19.8M | $617M | 3.2% | 03/31/2020 |
| Cambridge Advisors, Llc | $4.3M | $39.0M | 11.1% | 03/23/2020 |
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.