Overview
Assets Under Management: $694 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 143
Average Client Assets: $4 million
Frequently Asked Questions
SENECA FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152824), SENECA FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
SENECA FINANCIAL ADVISORS LLC is headquartered in ROCHESTER, NY.
SENECA FINANCIAL ADVISORS LLC serves 143 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, SENECA FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SENECA FINANCIAL ADVISORS LLC manages $694 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, SENECA FINANCIAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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