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SENECA FINANCIAL ADVISORS LLC

Tel: 585-203-1211
500 Linden Oaks
Suite 150
Rochester, New York  14625

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SENECA FINANCIAL ADVISORS LLC

SENECA FINANCIAL ADVISORS LLC is a Rochester, New York based financial advisory firm with nearly $693,608,122 in assets under management and provides investment advisory services for 1072 clients. There are currently 19 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

152824

SEC#:

801-71051

No. of Clients:

1072

Assets under Management

$693,608,122

No. of Advisors:

19

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