|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dominion EU Retirement US Qualified Plan | |
|---|---|
| Firm |
Dominion Fiduciary Services Malta Limited
✚
|
| Fund # | 805-7361205959 |
| CIK # | |
| Sale | |
| Fund | Other Private Fund |
| Phone | |
| Address | |
| Source | [IAPD] |
| Fund AUM and Sold ($M) |
|---|
| Fund Details | |
|---|---|
| Director | Dominion Fiduciary Services Malta Limited Trustee |
| Custodian | LGT Wealth Management Jersey Limited, UBS Financial Services Inc, Coinbase Securities Inc, UBS Switzerland AG, RBC Cayman, Charles Schwab & Co Inc, Citco Securities Inc, Bessemer Trust, Novo Platform Inc, Fidelity Brokerage Services LLC, McClain Pension Fund LLC, AKH Global LLC, Merrill Lynch Pierce Fenner & Smith Incorporated, Bank of New York Mellon Limited, Royal Bank of Canada CI Limited, Community Bankers Securities LLC, Royal London 360, Banner Bank Investment Services, Nedbank Private Wealth, Stifel Holding, BOC Bank, TD Ameritrade Clearing Inc, First Horizon Advisors Inc, Utmost Wealth Solutions, Bank of America, City National Bank, First Citizens Bank, Wells Fargo Securities LLC, Fidelity Investments, Transact USA Limited, JP Morgan Securities LLC, Goldman Sachs & Co LLC, Canaccord Genuity Wealth Management USA Inc, Truist Bank, Royal Bank of Scotland, Morningstar Wealth Platform, Interactive Brokers LLC |
| Auditor | Grant Thornton LLP, PricewaterhouseCoopers LLP, KPMG Malta |
| Marketer | |
| Broker | UBS Financial Services Inc, Coinbase Securities Inc, Junto Wealth LLC, Bessemer Trust, London & Capital AM Limited, Fidelity Brokerage Services LLC, Merrill Lynch Pierce Fenner & Smith Incorporated, Nowinta Investment Group SL, Kraken Crypto, Newedge Wealth, Edward Jones, Vestra US Wealth Management Limited, Nedbank Private Wealth, Almanack Investment Partners, CWA Asset Management Group LLC, Ameriprise Financial Services LLC, Utmost Wealth Solutions, Tastytrade Inc, Integral Wealth Securities LLC, Morgan Stanley, CWS CPA LLP, Goldman Sachs & Co LLC, Cannacord Genuity Wealth Management, ION Pacific Investment Management Limited, Ameritas Investment Company LLC |
| Jurisdiction |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hendershot Investments Inc
✚
|
1.0 | |
|
Kaiser Partner Financial Advisors Ltd
✚
|
1.0 | |
|
Geometric Wealth Advisors LLC
✚
|
1.0 | |
|
Edgbaston Investment Partners LLP
✚
|
1.0 | |
|
Aubrey Capital Management Limited
✚
|
1.0 | |
|
Tacora Capital Management LP
✚
|
1.0 | |
|
Dundee Maestro Management LP
✚
|
1.0 | |
|
Inceptionr LLC
✚
|
1.0 | |
|
Prometheus Wealth Management Sam
✚
|
0.9 | |
|
Snapdragon Capital Partners LLC
✚
|
0.9 |