Serene Point Advisors LLC

RIAState Registered

Total AUM

$32.9M

Discretionary

$32.4M

98% of AUM

Avg account

$286K

Accounts

115

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 309433
Website: www.planserene.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.31%
Individuals37.69%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Serene Point Advisors LLC is an independent, privately owned RIA organized as an LLC and registered to do business in California and Oregon. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. As a capital allocator, it combines discretionary portfolio management with fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not position itself as an ESG-focused manager.