Serendipequity

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).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $125,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, WA

Financial Advisors at Serendipequity
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.