John Hancock Investment Management Distributors Llc
$643M reported client assets across 7 advisory firms in FY2021 annual amendments
Reported client assets over time
$211M
$226M
2020
2021
Same-firm comparison: 3 firms that reported John Hancock Investment Management Distributors Llc in both FY2020 and FY2021 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 FY2019.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Rtd Financial Advisors Inc | $347M | $2.2B | 15.8% | 03/15/2022 |
| Preisz Associates, Inc. | $113M | $568M | 19.9% | 03/16/2022 |
| Meridian Wealth Partners, Llc | $99.8M | $985M | 10.1% | 03/29/2022 |
| Southbridge Advisors, Llc | $26.8M | $204M | 13.1% | 03/31/2022 |
| Premium 72 Capital, Llc | $25.0M | $233M | 10.7% | 03/31/2022 |
| N | $18.6M | $149M | 12.4% | 02/16/2022 |
| Bac Capital Advisors Llc | $12.9M | $288M | 4.5% | 03/28/2022 |
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.