Serene Point Advisors LLC
Serene Point Advisors LLC (CRD# 309433) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $30,722,696 in 117 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Serene Point Advisors LLC
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$262,587
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
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Serene Point Advisors LLC
1
Jared Rasmussen (CRD# 2506230) is an Investment Advisor Representative working at Serene Point Advisors LLC in Sherwood, OR and has over 29 years of experience in the finance industry.
2
Nancy Wakefield (CRD# 4592281) is an Investment Advisor Representative working at Serene Point Advisors LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.
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