Pictet
$187M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$175M
$230M
2021
2025
Same-firm comparison: 1 firms that reported Pictet in both FY2024 and FY2025 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. No matched data for FY2018, FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cordoba Advisory Partners Llc | $175M | $2.8B | 6.2% | 03/24/2026 |
| Bice Wealth Management Llc | $11.9M | $164M | 7.2% | 03/30/2026 |
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.