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| Keyboard |
| Seneca Financial Advisors LLC
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|---|---|
| CRD # | 152824 |
| SEC # | 801-71051 |
| CIK # | 0002082922 |
| AUM | 847.2 M (2026-06-25) |
| Employees | 19 (26% Investors, 0% Brokers) |
| Phone | 585-203-1211 |
| Address | 100 South Clinton Avenue Rochester, NY 14604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nordson Corp | 4.0 | ||
| Apple Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 50.9 |
| (b) Individuals (high net worth individuals) | 159 | 765.5 |
| (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 | 16.4 |
| (n) Other | 15 | 14.3 |
| Total | 1,128 | 847.2 |
| By Discretionary | ||
| Discretionary | 1,029 | 740.0 |
| Non-Discretionary | 99 | 107.2 |
| Total | 1,128 | 847.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 847.2 | |
| Total | 1,128 | 847.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002082922] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 21 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Liberty Capital Management Inc
✚
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|
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Bason Asset Management LLC
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Pennsylvania Capital Management Inc
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BNC Wealth Management LLC
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Mitchell Capital Management Co
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Barry Investment Advisors LLC
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|
Oakworth Asset Management LLC
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|
Integrated Quantitative Investments LLC
✚
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WA | 844.8 M |