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SEROS FINANCIAL, LLC

Tel: 480-967-1155
2141 East Broadway Rd.
Suite 220
Tempe, Arizona  85282

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SEROS FINANCIAL, LLC

SEROS FINANCIAL, LLC is a Tempe, Arizona based financial advisory firm with nearly $260,841,497 in assets under management and provides investment advisory services for 890 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

Firm CRD#:

166808

SEC#:

801-120609

No. of Clients:

890

Assets under Management

$260,841,497

No. of Advisors:

4

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