Pai
$2.8M reported client assets across 2 advisory firms in FY2020 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Big Sioux Financial, Inc. | $2.3M | $132M | 1.7% | 02/10/2021 |
| Emergent Wealth Advisors, Llc | $485K | $108M | 0.4% | 02/09/2021 |
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.