Serene Investment Management, LLC
Serene Investment Management, LLC (CRD# 171980) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Adam Phillips (CRD# 4229427) is an Investment Advisor Representative working at Serene Investment Management, LLC in Chula Vista, CA and has over 2 years of experience in the finance industry.