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| Seneca Financial Advisors LLC
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| |
|---|---|
| CRD # | 152824 |
| SEC # | 801-71051 |
| CIK # | |
| AUM | $607.0 MM (2024-01-22) |
| Employees | 19 (32% Investors, 0% Brokers) |
| Phone | 585-203-1211 |
| Address | 500 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 39.0 |
| (b) Individuals (high net worth individuals) | 145 | 464.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.9 |
| (n) Other | 8 | 6.8 |
| Total | 930 | 520.5 |
| By Discretionary | ||
| Discretionary | 837 | 461.7 |
| Non-Discretionary | 93 | 58.8 |
| Total | 930 | 520.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.5 | |
| Total | 930 | 520.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morling Financial Advisors LLC
✚
|
CA | 0.6 |
|
Kingfisher Capital LLC
✚
|
NC | 0.6 |
|
Vantage Wealth Management LLC
✚
|
CA | 0.6 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.6 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Liberty Capital Management Inc
✚
|
MI | 0.6 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.6 |
|
McNamara Financial Services Inc
✚
|
MA | 0.6 |
|
Seamount Financial Group Inc
✚
|
CO | 0.6 |