Sign in
Create a free account
SENECA HOUSE ADVISORS
RICHMOND, VA
(804) 332-6574
SEC #801-108723Total AUM
$506.1M
Employees
8Clients
304Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5609 PATTERSON AVE
SUITE B
RICHMOND
VA 23226
United States
SUITE B
RICHMOND
VA 23226
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(804) 332-6574
Financials
Total AUM
$506.1M
Accounts
1,184Discretionary
$480.6M
Accounts
1,151Non-Discretionary
$25.5M
Accounts
33
Clients
Individual Clients
148AUM
$84.4M
HNW Individual Clients
155AUM
$419.1M
Pooled Vehicle Clients
1AUM
$2.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
FLGALAMDNCNYSCTXVAWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.