AdvisorCensus / Financial advisors / California / San Diego, CA / State Street Bank and Trust Company
Financial advisors in San Diego, CA using State Street Bank and Trust Company
5 SEC-registered investment advisory firms headquartered in the San Diego, CA metro area name State Street Bank and Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Brandes Investment Partners, LP | La Jolla | SEC-registered investment adviser | Over $5 billion |
| Frontier Global Partners LLC | La Jolla | SEC-registered investment adviser | $500 million to $1 billion |
| Globeflex Capital LP | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Rice Hall James & Associates LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| The Informed Momentum Company LLC | Solana Beach | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. State Street Bank and Trust Company nationwide
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AdvisorCensus. Financial advisors in San Diego, CA using State Street Bank and Trust Company. https://advisorcensus.com/advisors/ca/san-diego/custodians/state-street-bank-trust https://advisorcensus.com/advisors/ca/san-diego/custodians/state-street-bank-trust