Serco Investments Inc.

Serco Investments Inc. (CRD# 113879) is a financial advisory firm headquartered in , . They manage $25,000,000 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $396,825
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NM

Financial Advisors at Serco Investments Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rajiv Sharma
CRD#: 823837
Tiburon, CA
67
Wealthminder
score

Rajiv Sharma (CRD# 823837) is an Investment Advisor Representative working at Serco Investments Inc. in Tiburon, CA and has 1 year of experience in the finance industry.

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