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Building 2SENECA PRIVATE WEALTH, LLC

Map pinLOS ANGELES, CA
Phone310-984-1347
NotebookSEC #801-131767
Total AUM
$29.9M
Employees
5
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1999 AVENUE OF THE STARS
SUITE 3350
LOS ANGELES
CA 90067
United States
Operating Hours
6:30- 3:30 PT
Monday - Friday
Phone
310-984-1347

ReceiptFinancials

Total AUM
$29.9M
Accounts
53
Discretionary
$29.9M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$8.6M
HNW Individual Clients
4
AUM
$21.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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