Tech stack
No one at Sarofim Trust Co has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
F
Fifth Third Bank
Per Form ADV · $2.2B held · filed Mar 2024
J.P. Morgan
Per Form ADV · $1.7B held · filed Mar 2024
Goldman Sachs
Per Form ADV · $595M held · filed Mar 2024