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SENESCHAL FAMILY OFFICE
SENESCHAL ADVISORS, LLC
CRD 131618 · SEC 801-100396
2323 N. 30TH STREET, SUITE 200, TACOMA, WA, 98403, United States
Phone
(253) 460-3430
Fax
(253) 565-0464
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$301.3M
Discretionary AUM
$301.3M
Team
5 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $57.5M |
| High net worth individuals | 89 | $243.8M |
States served
CA, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD