|
⚲
|
| Deseranno Corporation
✚
| |
|---|---|
| CRD # | 121841 |
| SEC # | 801-63581 |
| CIK # | |
| AUM | $168.8 MM (2024-02-23) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 313-885-0114 |
| Address | 18720 Mack Avenue Grosse Pointe Farms, MI 48236 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 21.9 |
| (b) Individuals (high net worth individuals) | 29 | 91.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 54.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 332 | 168.8 |
| By Discretionary | ||
| Discretionary | 332 | 168.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 332 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.8 | |
| Total | 332 | 168.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hillspring Financial Inc
✚
|
AZ | 0.2 |
|
HFH Planning Inc
✚
|
NY | 0.2 |
|
Wilen Investment Management Corp
✚
|
FL | 0.2 |
|
Summit Portfolio Management LLC
✚
|
NV | 0.2 |
|
Paladini Financial Advisors LLC
✚
|
TX | 0.2 |
|
Valley Brook Capital Group Inc
✚
|
PA | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Dillow Wealth Management LLC
✚
|
IL | 0.2 |
|
Integrated Financial Solutions Inc
✚
|
VA | 0.2 |
|
Flying Point Financial Inc
✚
|
MA | 0.2 |