Falists
← Back to search

SERENITY INVESTMENT ADVISORS

SERENITY INVESTMENT ADVISORS LLC

CRD 307924 · SEC 801-123727

Visit website

333 S. WABASH AVE., SUITE 2700, CHICAGO, IL, 60604, United States

Phone

312-734-1415

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$513.6M

Discretionary AUM

$255.3M

Team

7 total employees; 5 advisory reps; 4 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals364$110.2M
High net worth individuals66$144.9M
Pension/profit sharing plans1$258.3M
Corporations/business entities3$240K

States served

CA, CO, GA, IL, IN, LA, NM, NC, PA, SC, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD