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Building 2SENECA FINANCIAL ADVISORS LLC

Map pinROCHESTER, NY
Phone585-203-1211
NotebookSEC #801-71051
Total AUM
$847.2M
Employees
19
Clients
373

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SOUTH CLINTON AVENUE
SUITE 1640
ROCHESTER
NY 14604
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
585-203-1211
Other Offices
2

ReceiptFinancials

Total AUM
$847.2M
Accounts
1,128
Discretionary
$740M
Accounts
1,029
Non-Discretionary
$107.2M
Accounts
99

ContactClients

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Individual Clients
194
AUM
$50.9M
HNW Individual Clients
159
AUM
$765.5M
Corporation or Business Clients
5
AUM
$16.4M
Other Clients
15
AUM
$14.3M
Description of Other Clients
FAMILY LIMITED PARTNERSHIPS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLMAMDNENHNJNYORTXVA

HandshakeAffiliates

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

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