Serenity Financial Consulting LLC
Serenity Financial Consulting LLC (CRD# 164673) is a financial advisory firm headquartered in Shorewood, WI. They manage $1,569,918 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Serenity Financial Consulting LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$98,120
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, WI
Financial Advisors at Serenity Financial Consulting LLC
No Advisor Found.
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