Overview
Assets Under Management: $182 million
Headquarters: GRAND LEDGE, MI
High-Net-Worth Clients: 55
Average Client Assets: $1.6 million
Frequently Asked Questions
SIENA WEALTH ADVISORS 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 #117646), SIENA WEALTH ADVISORS is subject to fiduciary duty under federal law.
SIENA WEALTH ADVISORS is headquartered in GRAND LEDGE, MI.
SIENA WEALTH ADVISORS serves 55 high-net-worth clients according to their SEC filing dated March 02, 2018. View client details ↓
According to their SEC Form ADV, SIENA WEALTH ADVISORS offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SIENA WEALTH ADVISORS manages $182 million in client assets according to their SEC filing dated March 02, 2018.
According to their SEC Form ADV, SIENA WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.35%
Average Client Assets: $1.6 million
Total Client Accounts: 981
Discretionary Accounts: 903
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 117646
Filing ID: 1169545
Last Filing Date: 2018-03-02 11:00:00