Serene Point Advisors LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities83%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds1%
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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