Serenity Investment Advisors
Serenity Investment Advisors (CRD# 307924) is a financial advisory firm headquartered in Chicago, IL. They manage $296,884,000 in 270 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management297MILLION
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Total Number of Accounts270ACCOUNTS
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Average Account Value$1,099,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, FL, IL, IN, NC, SC, TX, WI
Richard Little (CRD# 5698720) is an Investment Advisor Representative working at Serenity Investment Advisors in Chicago, IL and has over 13 years of experience in the finance industry.
Jason Paplaski (CRD# 5504759) is an Investment Advisor Representative working at Serenity Investment Advisors in Chicago, IL and has over 13 years of experience in the finance industry.
Brandon Hatcher (CRD# 7238482) is an Investment Advisor Representative working at Serenity Investment Advisors in Charlotte, NC and has over 3 years of experience in the finance industry.