Actinver Casa De Bolsa S.A De C.V., Actinver Financial Group
$123M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$123M
$123M
2020
2021
Same-firm comparison: 1 firms that reported Actinver Casa De Bolsa S.A De C.V., Actinver Financial Group 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Franklin Templeton Fund Adviser, Llc | $123M | $241B | 0.1% | 06/30/2021 |
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.