Serco Investments Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113879
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Serco Investments Inc. is a small, privately owned investment advisory corporation that focuses on portfolio management for individual and family clients, including small businesses. The firm bills clients on a percentage-of-assets-under-management basis and does not position itself as a capital allocator. Serco is not an active ESG investor and operates solely within a single state according to available filings. Its advisory activity centers on discretionary portfolio management rather than institutional consulting or multi-state wealth platforms.
Assets & Accounts
Investments & Alternatives
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
- Non-Exchange Traded Equities80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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