Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$32.2M

Fee Structure

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Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location
Regulatory History (1)
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Regulatory
March 1988
Final
Employment History
Current Registrations
Serco Investments INC.
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Serco Investments INC.
July 1988 - October 2021 · 33 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.