WebMar 31, 2024 · o Discretionary AUM: $13,884,000,000 (rounded to the nearest million). o Non-discretionary AUM: $9,051,000,000* (rounded to the nearest million). *This number includes the assets that are managed by others using our continuous and ongoing nondiscretionary portfolios, which include Sub-Advised Funds. ARK does not WebSort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking. Filters. Filters. Business Name. Apply. Main office state. CA (455) TX (185) ... Discretionary AUM. Min Max. Apply. Avg. discretionary account AUM. Min Max. Apply. Non-discretionary AUM. Min Max. Apply. Non ...
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WebNov 29, 2024 · Discretionary management often carries high minimums of $250,000 or more. However, the individual wealth manager will set the minimum so it may be … WebSort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking. Filters. Filters. Business Name. Apply. Main office state. CA (455) TX (185) ... Discretionary AUM. Min Max. Apply. Avg. discretionary account AUM. Min Max. Apply. Non-discretionary AUM. Min Max. Apply. Non ... mohr logistics hattersheim
ADV Item 5 Instructions-Calculating AUM - RIA Compliance …
WebMay 10, 2024 · When reporting the calculated amount of regulatory AUM on Form ADV (or for filing the annual ADV update or an “other than annual” ADV amendment), assets … Web5 hours ago · So far this year, FXD return is roughly 6.96%, and is down about -4.37% in the last one year (as of 04/14/2024). During this past 52-week period, the fund has traded between $43.02 and $56.93. The ... WebClient Assets under Management As this is the initial filing of this brochure, OM has no Client assets under management. Item 5: Fees and Compensation Method of Compensation and Fee Schedule ASSET MANAGEMENT OM offers discretionary direct asset management services to advisory Clients for an annual fee not to exceed 1.00% of … mohr library - johnston