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Building 2SERENITYSHARES

Map pinCHEVY CHASE, MD
Phone202-349-3917
NotebookSEC #801-108982
Total AUM
$5.4M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WISCONSIN CIRCLE
SUITE 700
CHEVY CHASE
MD 20815-7015
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
202-349-3917
Other Offices
1

ReceiptFinancials

Total AUM
$5.4M
Accounts
1
Discretionary
$5.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$5.4M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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