Overview
Assets Under Management: $274 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 84
Average Client Assets: $3 million
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