DWP
Firm details
- Headquarters
- Grosse Pointe Farms, Michigan
- CRD number
- 121841
- Registered since
- October 29, 2004
- Website
- www.deseranno.com
- Custodians
- CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.13%
- Insurance Companies26.68%
- Individuals14.53%
- Charitable Organizations0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DWP is an independent, privately owned registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional and business accounts. Its fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. Advisory services center on financial planning and discretionary portfolio management across individual, small business, and institutional client segments. DWP is not an active ESG investor, does not position itself as a capital allocator, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- US Government Bonds35%
- Exchange Traded Equities5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1Elena Graves
Chief Compliance OfficerCRD 4874680
Contacts
3 of 3
Alandress Gardner
Wealth ManagerCRD 2744818
Robert Rahaim
PresidentCRD 4581651
Steven Sicklesteel
Wealth PlannerCRD 5781102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grosse Pointe Farms, MI
Wayne
Location
Grosse Pointe Farms, MI
Headquartered in Grosse Pointe Farms, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 90 Kercheval Ave
- Time zone
- ET (UTC-5)
- Office locations
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