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 an independent, individually owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves primarily individual and family clients and charges a mix of asset-based fees and performance-based fees. It does not report being a multi-state adviser or an ESG-focused manager, and it is not classified as a capital allocator or pension consultant. The firm’s advisory activity centers on discretionary portfolio management rather than product distribution or institutional consulting.
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%
Contacts
1 of 1Siva Kumar
Managing PartnerCRD 6519838
Wealth 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