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Building 2SERENITY CAPITAL ADVISORS INC.

Map pinPITTSFORD, NY
Phone1-877-975-3383
NotebookSEC #801-134172
Total AUM
$64.3M
Employees
4
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 SULLYS TRAIL
STE 5
PITTSFORD
NY 14534-2466
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
1-877-975-3383

ReceiptFinancials

Total AUM
$64.3M
Accounts
149
Discretionary
$64.3M
Accounts
149
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$4.9M
HNW Individual Clients
26
AUM
$58.8M
Charitable Organization Clients
3
AUM
$575K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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