Serene Growth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 269929
- Custodians
- INTERACTIVE BROKERS LLC, E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.21%
- Individuals4.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Serene Growth Partners LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individual and family clients as well as small businesses. Its client orientation is direct wealth management rather than institutional consulting or capital allocation. Fee arrangements include a percentage-of-AUM component and the use of performance-based fees for appropriate mandates. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents95%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Key Financial Concepts, Inc.
RIAVernon, CT
Wilco Financial, LLC
RIAPopa Financial Services, Inc.
RIABethel Park, PA
Doncaster Wealth LLC
RIASail Loft Capital Management LLC
RIAJurkiewicz, Christopher
RIANew York, NY