D
CRD: 293185
Desert Financial Planning
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2018
- Office Locations
- 1
Office Locations
-- Palm Desert CA
About Desert Financial Planning
Desert Financial Planning is a full-time fiduciary RIA providing comprehensive financial planning alongside risk-focused portfolio management tailored to each client’s risk tolerance and goals. Portfolios are primarily built with ETFs and public funds/mutual funds, with planning used to model how different risk levels impact projections. Custody is supported via Altruist.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$246.6K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
NOLAN SAINI
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #6338152
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,891,569 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,891,569 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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