|
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| Seneschal Advisors LLC
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|
|
|---|---|
| CRD # | 131618 |
| SEC # | 801-100396 |
| CIK # | 0002039659 |
| AUM | $301.3 M (2026-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 253-460-3430 |
| Address | 2323 N 30th Street Tacoma, WA 98403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.0 | ||
| Microsoft Corp | 3.1 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| Texas Pacific Land Corp | 2.8 | ||
| Alphabet Inc | 1.4 | ||
| Apple Inc | 1.4 | ||
| Starbucks Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| ERIE Indemnity Co | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 57.5 |
| (b) Individuals (high net worth individuals) | 89 | 243.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 665 | 301.3 |
| By Discretionary | ||
| Discretionary | 665 | 301.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 665 | 301.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.3 | |
| Total | 665 | 301.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039659] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Access Financial Group Inc
✚
|
IL | 0.3 |
|
Fai Advisors Inc
✚
|
MI | 0.3 |
|
Lake Tahoe Wealth Management Inc
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|
CA | 0.3 |
|
Core Financial Partners Inc
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|
CA | 0.3 |
|
Cauble & Harre Wealth Management Inc
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|
MO | 0.3 |
|
Transition Financial Advisors Group LLC
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|
0.3 | |
|
Lifeinvest Wealth Management Ltd
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|
FL | 0.3 |
|
Capital Wealth Alliance LLC
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|
AZ | 0.3 |
|
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
|
Optimum Financial Services LLC
✚
|
MS | 0.3 |