S
$32.9M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2020
- Office Locations
- 3
Office Locations
-- Lake Oswego OR
-- Portland OR
-- Ridgefield WA
About Serene Point Advisors LLC
Serene Point Advisors is a boutique RIA serving individuals, families, and business owners with investment management and comprehensive financial planning, including tax, estate, insurance, retirement and charitable planning. Portfolios are built primarily with ETFs, and the team includes CDFA-designated advisors; custody relationships include Charles Schwab and Fidelity.
Team overview
-- AVG AGE
$32.9M AVG AUM / ADVISOR
$549.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
N
NANCY E WAKEFIELD
Advisor, Chief Compliance Officer
- CRD
- #4592281
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
KELLY MCDERMOTT
--
- CRD
- #1614915
Available
Available
Available
J
JARED SHANE RASMUSSEN
Equity Trader
- CRD
- #2506230
Available
Available
Available
Showing 2 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,433,927 | -- |
| Non-Discretionary | $509,827 | -- |
| Total | $32,943,754 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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