This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0

Regulatory AUM

$1.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.1B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

32

Advisory employees

17

Offices

2Schedule D 1.F, beyond the principal office

Accounts

2

SEC number

801-131764

CRD

334151

Filings on the tape

5

First filed

Dec 4, 2024

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 31, 2026
  Regulatory AUM changed

  Amundi Us reported RAUM $1.1B, down 70% from $3.8B (2025-09-02 to 2026-03-31)

  Form ADVobserved 3 days ago
  $-2.7B
• Occurred

  Dec 4, 2024
  First Form ADV filing

  Amundi filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:00de5abb-3f70-0df5-c67b-a07bf7d8f9cf

First observed

Dec 4, 2024

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.