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DESERANNO WEALTH PLANNING
18720 Mack Avenue
Suite 100
Grosse Pointe Farms, Michigan 48236
Tel: 313-885-0114
About DESERANNO WEALTH PLANNING
DESERANNO WEALTH PLANNING, formally registered with the SEC as DESERANNO WEALTH PLANNING. The firm was established in 10/29/2004. They have over 1 offices throughout the country.
DESERANNO WEALTH PLANNING is a Grosse Pointe Farms, Michigan based Financial Planning firm with nearly $168,843,057 assets under management, offering retirement planning & investment advisory services to 332 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121841 |
| SEC# | 801-63581 |
| Assets Managed by Firm | $168,843,057 |
| No. of Clients | 332 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 332 | $168,843,057 |
| Individuals (other than high net worth individuals) | 107 | $21,856,210 |
| High net worth individuals | 29 | $91,845,996 |
| Charitable organizations | 3 | $922,095 |
| Corporations or other businesses | 1 | $183,193 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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