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SENESCHAL FAMILY OFFICE
2323 N. 30th Street
Suite 200
Tacoma, Washington 98403
Tel: (253) 460-3430
About SENESCHAL FAMILY OFFICE
SENESCHAL FAMILY OFFICE, formally registered with the SEC as SENESCHAL FAMILY OFFICE. The firm was established in 06/24/2015. They have over 1 offices throughout the country.
SENESCHAL FAMILY OFFICE is a Tacoma, Washington based Financial Planning firm with nearly $273,837,629 assets under management, offering retirement planning & investment advisory services to 651 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131618 |
| SEC# | 801-100396 |
| Assets Managed by Firm | $273,837,629 |
| No. of Clients | 651 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 651 | $273,837,629 |
| Individuals (other than high net worth individuals) | 135 | $54,470,133 |
| High net worth individuals | 84 | $219,367,496 |
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