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SERENE FINANCIAL SOLUTIONS
SERENE FINANCIAL SOLUTIONS LLC
CRD 307284
9711 WASHINGTONIAN BLVD, STE. 550, GAITHERSBURG, MD, 20878, United States
Phone
240-840-6159
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.8M
Team
1 total employees; 1 advisory reps; 35 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees; FINANCIAL CONSULTING-HOURLY SERVICE
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsFINANCIAL CONSULTING - HOURLY SERVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $7.8M |
All web addresses on file
Official SEC filing: View on IAPD