Td Private Client Wealth Llc
$2.3B reported client assets across 1 advisory firms in FY2019 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Wertz York Capital Management Group, Llc | $2.3B | $5.5B | 42.2% | 01/24/2020 |
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.