Comerica Inc.
$272M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Comerica Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cohen & Steers Uk Limited | $167M | $5.4B | 3.1% | 03/30/2026 |
| Deseranno Corporation | $55.5M | $208M | 26.7% | 02/20/2026 |
| West Ridge Advisors, Llc | $27.8M | $396M | 7.0% | 04/01/2026 |
| Lumina Wealth Management, Llc | $22.0M | $240M | 9.2% | 03/19/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.