Serco Investments Inc.
Serco Investments Inc. (CRD# 113879) is a financial advisory firm headquartered in , . They manage $27,150,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$452,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.