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SENECA FINANCIAL ADVISORS LLC
CRD 152824 · SEC 801-71051
100 SOUTH CLINTON AVENUE, SUITE 1640, ROCHESTER, NY, 14604, United States
Phone
585-203-1211
Fax
585-286-3858
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$847.2M
Discretionary AUM
$740.0M
Team
19 total employees; 5 advisory reps; 21 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $50.9M |
| High net worth individuals | 159 | $765.5M |
| Corporations/business entities | 5 | $16.4M |
States served
CA, CO, DC, MD, MA, NE, NJ, NY, OR, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD