Firms by custodian
Registered investment advisers that custody at Comerica
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cohen & Steers Uk Limited | London | $5.37B |
| West Ridge Advisors | Henderson, NV | $396M |
| Lumina Wealth Management | Wilmington, NC | $240M |
| Deseranno | Grosse Pointe Farms, MI | $208M |
- Headquarters
- London
- Regulatory AUM
- $5.37B
- Headquarters
- Henderson, NV
- Regulatory AUM
- $396M
- Headquarters
- Wilmington, NC
- Regulatory AUM
- $240M
- Headquarters
- Grosse Pointe Farms, MI
- Regulatory AUM
- $208M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Comerica here says only what the filing says, and implies nothing about either firm's service.