Jefferson National Financial
$29.9M reported client assets across 2 advisory firms in FY2020 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Strategic Planning Group, Llc | $29.6M | $371M | 8.0% | 02/15/2021 |
| Split Rock Private Trading And Wealth Management Llc | $313K | $131M | 0.2% | 01/25/2021 |
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.