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Building 2SERENITY INVESTMENT ADVISORS

Map pinCHICAGO, IL
Phone312-734-1415
NotebookSEC #801-123727
Total AUM
$513.6M
Employees
7
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 S. WABASH AVE.
SUITE 2700
CHICAGO
IL 60604
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
312-734-1415
Other Offices
3

ReceiptFinancials

Total AUM
$513.6M
Accounts
1,109
Discretionary
$255.3M
Accounts
1,108
Non-Discretionary
$258.3M
Accounts
1

ContactClients

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Individual Clients
364
AUM
$110.2M
HNW Individual Clients
66
AUM
$144.9M
Pension/Profit Sharing Plan Clients
1
AUM
$258.3M
Corporation or Business Clients
3
AUM
$240.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINLANCNMPASCTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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