Td Bank, N.A.
$1.8B reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$327M
$2.0B
2020
2022
Same-firm comparison: 2 firms that reported Td Bank, N.A. in both FY2021 and FY2022 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. 2020 is shown but partial — only FY2020: 1 cohort firms. No matched data for FY2017, FY2018, FY2019.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Epoch Investment Partners, Inc. | $1.5B | $27.5B | 5.5% | 01/27/2023 |
| Stoneridge Pmg Advisors, Llc | $261M | $1.0B | 25.4% | 03/29/2023 |
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.