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| Serenity Investment Advisors LLC
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|
|---|---|
| CRD # | 307924 |
| SEC # | 801-123727 |
| CIK # | |
| AUM | $376.0 M (2025-06-16) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 312-734-1415 |
| Address | 333 S Wabash Ave Chicago, IL 60604 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 69.6 |
| (b) Individuals (high net worth individuals) | 56 | 104.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 201.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 376.0 |
| By Discretionary | ||
| Discretionary | 394 | 174.1 |
| Non-Discretionary | 2 | 201.9 |
| Total | 396 | 376.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.0 | |
| Total | 396 | 376.0 |
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|---|---|---|
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
|
LPWM LLC
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|
MN | 0.4 |
|
Rhodes Investment Advisors Inc
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TX | 0.4 |
|
J Stern & Co LLC
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|
NY | 0.4 |
|
Alpha Financial Partners LLC
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KY | 0.4 |
|
Symphony Financial Services Inc
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OH | 0.4 |
|
Mark J Snyder Financial Services Inc
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|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
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|
IA | 0.4 |
|
Quantum Private Wealth LLC
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|
FL | 0.4 |
|
Genesee Capital Advisors LLC
✚
|
NY | 0.4 |