Serenity Investment ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,464

Total plan assets

$266.4M

Filings (rows)

Direct comp

$71K

Indirect comp

$88

Showing only "SERENITY INVESTMENT ADV"

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SERENITY INVESTMENT ADVISORS4 SERENITY INVESTMENT ADVISORS L1 SERENITY INVESTMENT ADV1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Coolsys, Inc. Coolsys, Inc. 401(k) Plan · all filings	BREA, CA	Advisor / Consultant	3,464	$266.4M	$71K	$88