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| Serenity Investment Advisors LLC
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| |
|---|---|
| CRD # | 307924 |
| SEC # | 801-123727 |
| CIK # | |
| AUM | $296.9 MM (2024-08-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 312-734-1415 |
| Address | 333 S Wabash Ave Chicago, IL 60604 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 43.1 |
| (b) Individuals (high net worth individuals) | 44 | 76.6 |
| (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 | 177.3 |
| (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 | 270 | 296.9 |
| By Discretionary | ||
| Discretionary | 268 | 119.6 |
| Non-Discretionary | 2 | 177.3 |
| Total | 270 | 296.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.9 | |
| Total | 270 | 296.9 |
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|---|---|---|
|
Birmingham Capital Management Co Inc
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|
AL | 0.3 |
|
Precision Wealth Strategies LLC
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|
MO | 0.3 |
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Erben Associates LLC
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TX | 0.3 |
|
Oxinas Partners LLC
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IN | 0.3 |
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IP Financial Advisory Services LLC
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NC | 0.3 |
|
Kirtland Financial Management Inc
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FL | 0.3 |
|
Mendel Money Management Inc
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|
IL | 0.3 |
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Sitrin Capital Management LLC
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|
CA | 0.3 |
|
Alternative Investment Advisors LLC
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|
FL | 0.3 |
|
Capital Consulting & Asset Management Inc
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|
NE | 0.3 |