Serendipequity (CRD# 283174) is a financial advisory firm headquartered in San Francisco, CA. They manage $250,000,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management250MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$125,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)