SEROS FINANCIAL, LLC of GILBERT, AZ is an SEC-registered investment adviser (CRD 166808). Regulatory assets under management: $359.2M.
Compensation: % of AUM, Hourly, Fixed, Performance, Subscription.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jeremy Windell Smith | MANAGER; MANAGING MEMBER; MEMBER (+1 more) | — |
| Sherod Norton Bigelow | CHIEF COMPLIANCE OFFICER | — |
| Shawna M Smith | MEMBER; TRUSTEE | — |
| SMITH JEREMY WINDELL | MANAGING MEMBER | — |
| BIGELOW SHEROD NORTON | CHIEF COMPLIANCE OFFICER | — |