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| Happy Holidays!! thanks for using AUM13F!! |
| Seneca Financial Advisors LLC
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| CRD # | 152824 |
| SEC # | 801-71051 |
| CIK # | |
| AUM | $693.6 M (2025-02-18) |
| Employees | 19 (32% Investors, 0% Brokers) |
| Phone | 585-203-1211 |
| Address | 500 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 61.8 |
| (b) Individuals (high net worth individuals) | 143 | 611.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.7 |
| (n) Other | 13 | 7.8 |
| Total | 1,072 | 693.6 |
| By Discretionary | ||
| Discretionary | 970 | 606.0 |
| Non-Discretionary | 102 | 87.6 |
| Total | 1,072 | 693.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 693.6 | |
| Total | 1,072 | 693.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Family Office LLC
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|
FL | 0.7 |
|
Ipswich Investment Management Company Inc
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|
MA | 0.7 |
|
Veracity Capital LLC
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GA | 0.7 |
|
DL Carlson Investment Group Inc
✚
|
NH | 0.7 |
|
American Wealth Management
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|
NV | 0.7 |
|
Marathon Capital Management LLC
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|
MD | 0.7 |
|
Blue Edge Capital LLC
✚
|
VA | 0.7 |
|
Keystone Wealth Services LLC
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|
CA | 0.7 |
|
RMG Wealth Management LLC
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|
WI | 0.7 |
|
Gratus Wealth Advisors LLC
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|
VA | 0.7 |