Overview
Assets Under Management: $274 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Frequently Asked Questions
SENESCHAL 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 #131618), SENESCHAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SENESCHAL ADVISORS, LLC is headquartered in TACOMA, WA.
SENESCHAL ADVISORS, LLC serves 84 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, SENESCHAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SENESCHAL ADVISORS, LLC manages $274 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, SENESCHAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.11
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 651
Discretionary Accounts: 651
Regulatory Filings
CRD Number: 131618
Last Filing Date: 2025-02-19 00:00:00
Website: https://seneschalfamilyoffice.com