SENECA HOUSE ADVISORS

5609 Patterson Ave
Suite B
Richmond, Virginia 23226
Tel: (804) 332-6574

About SENECA HOUSE ADVISORS

SENECA HOUSE ADVISORS, formally registered with the SEC as SENECA HOUSE ADVISORS. The firm was established in 12/06/2016. They have over 1 offices throughout the country.

SENECA HOUSE ADVISORS is a Richmond, Virginia based Financial Planning firm with nearly $380,426,893 assets under management, offering retirement planning & investment advisory services to 1082 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	210519
SEC#	801-108723
Assets Managed by Firm	$380,426,893
No. of Clients	1082
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1082	$380,426,893
Individuals (other than high net worth individuals)	144	$61,528,370
High net worth individuals	163	$316,884,519

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