SENECA FINANCIAL ADVISORS LLC

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

About SENECA FINANCIAL ADVISORS LLC

SENECA FINANCIAL ADVISORS LLC, formally registered with the SEC as SENECA FINANCIAL ADVISORS LLC. The firm was established in 02/08/2010. They have over 3 offices throughout the country.

SENECA FINANCIAL ADVISORS LLC is a Rochester, New York based Financial Planning firm with nearly $693,608,122 assets under management, offering retirement planning & investment advisory services to 1072 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152824
SEC#	801-71051
Assets Managed by Firm	$693,608,122
No. of Clients	1072
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1072	$693,608,122
Individuals (other than high net worth individuals)	177	$61,787,772
High net worth individuals	143	$611,263,870
Corporations or other businesses	Fewer than 5 clients	$12,731,879

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