Overview
Assets Under Management: $694 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 143
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,072
Discretionary Accounts: 970
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 152824
Last Filing Date: 2025-02-18 00:00:00
Website: https://senecafinancialadvisors.com