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 $520,499,794 assets under management, offering retirement planning & investment advisory services to 930 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	$520,499,794
No. of Clients	930
No. of Advisors	19

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	930	$520,499,794
Individuals (other than high net worth individuals)	169	$39,041,592
High net worth individuals	145	$464,714,413
Corporations or other businesses	5	$9,920,918

Inquire with SENECA FINANCIAL ADVISORS LLC

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