DESERANNO WEALTH PLANNING
DESERANNO CORPORATION Legal Name
Adviser information for DESERANNO WEALTH PLANNING last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 332 | $168.8M |
| Non-Discretionary | 0 | $0 |
| Total | 332 | $168.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 107 | $21.9M |
| HNW Individuals | 29 | $91.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $922,095 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $54.0M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $183,193 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-63581 |
|---|---|
| SEC ERA File Number | 801-63581 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 121841 |
| Legal Entity Identifier | None |
Principal Office
18720 MACK AVENUESUITE 100
GROSSE POINTE FARMS
MI
United States
Monday - Friday, 9:30AM-4:00PM
Tel: 313-885-0114, Fax: 313-885-4940
Websites
Chief Compliance Officer
ELENA GRAVES
OPERATIONS MANAGER
18720 MACK AVENUE
SUITE 100
GROSSE POINTE FARMS
MI
United States
Tel:
313-885-0114
Fax:
313-885-4940
E****@************M
(Full email address available in API data)
Regulatory Contact
ROBERT RAHAIM
CEO/PRESIDENT
18720 MACK AVENUE
SUITE 100
GROSSE POINTE FARMS
MI
United States
Tel:
313-885-0114
Fax:
313-885-4940
R******@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAVES, ELENA | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2003 | < 5% |
| RAHAIM, ROBERT, STEPHEN | Individual | – | OWNER | 11/2002 | > 75% |