John Dessauer Investments, Inc. is an adviser based in Naples. It manages $64.14 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, Texas, and Virginia.
John Dessauer Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John Dessauer Investments, Inc. is $64.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay John Dessauer Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where John Dessauer Investments, Inc. performs its advisory services is located at 8679 Blue Flag Way, Naples, FL 34109, which is also the mailing address of the firm. An additional office of the firm is in Lorton, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-597-0880 or by fax 239-254-5096. The normal business hours are 9:00am - 5:00pm on Monday - Friday.